Laird Norton Wetherby Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Laird Norton Wetherby Wealth Management’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
2025 Q3	$2.78M	Buy	27,933 +87	+0.3%	+$8.42K	0.11%	170
2025 Q2	$2.54M	Buy	+27,846	New	+$2.4M	0.11%	176
2024 Q4	$2.79M	Sell	28,865 -4	-0%	-$397	0.13%	142
2024 Q3	$2.77M	Buy	28,869 +250	+0.9%	+$23.4K	0.13%	160
2024 Q2	$2.57M	Buy	28,619 +1,994	+7%	+$181K	0.12%	166
2024 Q1	$2.5M	Sell	26,625 -3,375	-11%	-$299K	0.12%	175
2023 Q4	$2.69M	Hold	30,000	–	–	0.14%	139
2023 Q3	$2.34M	Hold	30,000	–	–	0.13%	145
2023 Q2	$2.33M	Buy	30,000 +5,000	+20%	+$368K	0.13%	161
2023 Q1	$1.85M	Hold	25,000	–	–	0.11%	206
2022 Q4	$1.86M	Buy	+25,000	New	+$1.88M	0.12%	188

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's AVUV Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.31% in Q3 2025, buying an estimated $8.42K and bringing the position to 27,933 shares worth $2.78M. The position accounts for 0.11% of the portfolio, ranked #170.

Laird Norton Wetherby Wealth Management first reported a position in AVUV in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.79M in Q4 2024. 880 funds tracked by Wall St. Rank hold AVUV as of Q3 2025.

Laird Norton Wetherby Wealth Management held 27,933 shares of Avantis US Small Cap Value ETF worth $2.78M as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 87 Avantis US Small Cap Value ETF shares in Q3 2025, an estimated $8.42K.
Avantis US Small Cap Value ETF made up 0.11% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #170 holding.
Laird Norton Wetherby Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 11 quarters since.
Laird Norton Wetherby Wealth Management's Avantis US Small Cap Value ETF position peaked at $2.79M in Q4 2024.
880 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.