Means Investment Company’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Means Investment 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	$43.5M	Sell	394,029 -2,575	-0.6%	-$284K	3.79%	6
2025 Q4	$40.4M	Buy	396,604 +8,152	+2%	+$816K	3.41%	8
2025 Q3	$38.7M	Buy	388,452 +28,194	+8%	+$2.73M	3.35%	9
2025 Q2	$32.8M	Buy	360,258 +12,657	+4%	+$1.09M	3.11%	9
2025 Q1	$30.3M	Buy	347,601 +207,756	+149%	+$19.5M	3.22%	8
2024 Q4	$13.5M	Buy	139,845 +25,100	+22%	+$2.49M	1.41%	15
2024 Q3	$11M	Buy	114,745 +23,320	+26%	+$2.18M	1.22%	15
2024 Q2	$8.2M	Buy	91,425 +89,208	+4,024%	+$8.08M	0.98%	20
2024 Q1	$208K	Buy	+2,217	New	+$196K	0.03%	193

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

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

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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

FPAS

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Means Investment Company's AVUV Position: Q1 2026 in Review

Means Investment Company reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.65% in Q1 2026, selling an estimated $284K and leaving 394,029 shares worth $43.5M. The position accounts for 3.79% of the portfolio, ranked #6.

Means Investment Company first reported a position in AVUV in Q1 2024 and has held it in 9 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Means Investment Company held 394,029 shares of Avantis US Small Cap Value ETF worth $43.5M as of Q1 2026.
Means Investment Company sold 2,575 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $284K.
Avantis US Small Cap Value ETF made up 3.79% of Means Investment Company's portfolio in Q1 2026, its #6 holding.
Means Investment Company first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.