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Laird Norton Wetherby Trust Company’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Laird Norton Wetherby Trust Company’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-26,625
Closed -$2.72M – 990
2025
Q4 		$2.72M Buy
+26,625
New +$2.66M 0.06% 262

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Laird Norton Wetherby Trust Company's AVUV Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2026, closing a stake of 26,625 shares — an estimated $2.72M sold.

Laird Norton Wetherby Trust Company first reported a position in AVUV in Q4 2025 and held it in 1 quarter. The position peaked at $2.72M in Q4 2025. 1,062 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Laird Norton Wetherby Trust Company reported no remaining Avantis US Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Laird Norton Wetherby Trust Company sold 26,625 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $2.72M.
  • Laird Norton Wetherby Trust Company first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Laird Norton Wetherby Trust Company's Avantis US Small Cap Value ETF position peaked at $2.72M in Q4 2025.
  • 1,062 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.