Mercer Global Advisors
AVUV icon

Mercer Global Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Mercer Global Advisors’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 		$14.9M Buy
135,110
+21,998
+19% +$2.42M 0.02% 394
2025
Q4 		$11.5M Buy
113,112
+24,170
+27% +$2.42M 0.02% 458
2025
Q3 		$8.85M Sell
88,942
-29,440
-25% -$2.85M 0.01% 495
2025
Q2 		$10.8M Sell
118,382
-105,138
-47% -$9.06M 0.02% 374
2025
Q1 		$19.5M Buy
223,520
+75,628
+51% +$7.11M 0.04% 227
2024
Q4 		$14.3M Buy
+147,892
New +$14.7M 0.03% 280
2024
Q1 		– Sell
-45,715
Closed -$4.11M – 1999
2023
Q4 		$4.11M Buy
45,715
+7,027
+18% +$562K 0.01% 525
2023
Q3 		$3.02M Sell
38,688
-8,036
-17% -$646K 0.01% 577
2023
Q2 		$3.63M Buy
46,724
+42,393
+979% +$3.12M 0.01% 539
2023
Q1 		$321K Sell
4,331
-31,440
-88% -$2.46M ﹤0.01% 1468
2022
Q4 		$2.67M Sell
35,771
-2,827
-7% -$213K 0.01% 617
2022
Q3 		$2.55M Buy
38,598
+32,101
+494% +$2.34M 0.02% 568
2022
Q2 		$444K Sell
6,497
-1,035
-14% -$78.3K ﹤0.01% 1204
2022
Q1 		$602K Buy
7,532
+404
+6% +$32K ﹤0.01% 1140
2021
Q4 		$568K Buy
7,128
+157
+2% +$12.5K ﹤0.01% 1145
2021
Q3 		$527K Buy
6,971
+618
+10% +$45.8K ﹤0.01% 1142
2021
Q2 		$483K Buy
6,353
+731
+13% +$55.2K ﹤0.01% 1160
2021
Q1 		$406K Buy
+5,622
New +$377K ﹤0.01% 1174

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors's AVUV Position: Q1 2026 in Review

Mercer Global Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 19% in Q1 2026, buying an estimated $2.42M and bringing the position to 135,110 shares worth $14.9M. The position accounts for 0.02% of the portfolio, ranked #394.

Mercer Global Advisors first reported a position in AVUV in Q1 2021 and has held it in 18 quarters since. The position peaked at $19.5M in Q1 2025. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Mercer Global Advisors held 135,110 shares of Avantis US Small Cap Value ETF worth $14.9M as of Q1 2026.
  • Mercer Global Advisors bought 21,998 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $2.42M.
  • Avantis US Small Cap Value ETF made up 0.02% of Mercer Global Advisors's portfolio in Q1 2026, its #394 holding.
  • Mercer Global Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2021 and has held it in 18 quarters since.
  • Mercer Global Advisors's Avantis US Small Cap Value ETF position peaked at $19.5M in Q1 2025.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.