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

Mutual 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 		$9.32M Buy
84,382
+5,529
+7% +$609K 0.2% 94
2025
Q4 		$8.04M Buy
78,853
+2,624
+3% +$263K 0.17% 117
2025
Q3 		$7.57M Buy
76,229
+4,544
+6% +$440K 0.17% 120
2025
Q2 		$6.82M Buy
71,685
+6,911
+11% +$596K 0.17% 123
2025
Q1 		$5.36M Buy
64,774
+1,830
+3% +$172K 0.15% 138
2024
Q4 		$6.23M Buy
62,944
+5,954
+10% +$592K 0.18% 106
2024
Q3 		$5.44M Sell
56,990
-5,132
-8% -$480K 0.16% 125
2024
Q2 		$6.1M Buy
62,122
+14,275
+30% +$1.29M 0.18% 115
2024
Q1 		$4.48M Buy
47,847
+18,024
+60% +$1.59M 0.14% 142
2023
Q4 		$2.68M Buy
29,823
+2,472
+9% +$198K 0.09% 215
2023
Q3 		$2.13M Sell
27,351
-2,858
-9% -$230K 0.08% 229
2023
Q2 		$2.34M Sell
30,209
-64
-0.2% -$4.71K 0.09% 227
2023
Q1 		$2.24M Buy
30,273
+2,114
+8% +$166K 0.09% 220
2022
Q4 		$2.1M Buy
28,159
+7,467
+36% +$562K 0.09% 217
2022
Q3 		$1.37M Buy
20,692
+2,689
+15% +$196K 0.07% 287
2022
Q2 		$1.23M Buy
18,003
+3,674
+26% +$278K 0.08% 285
2022
Q1 		$1.14M Buy
14,329
+2,687
+23% +$213K 0.06% 337
2021
Q4 		$928K Buy
11,642
+1,489
+15% +$119K 0.05% 409
2021
Q3 		$768K Buy
10,153
+6,145
+153% +$455K 0.05% 417
2021
Q2 		$305K Sell
4,008
-594
-13% -$44.9K 0.02% 680
2021
Q1 		$332K Buy
+4,602
New +$308K 0.02% 603

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

Mutual Advisors's AVUV Position: Q1 2026 in Review

Mutual Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 7% in Q1 2026, buying an estimated $609K and bringing the position to 84,382 shares worth $9.32M. The position accounts for 0.2% of the portfolio, ranked #94.

Mutual Advisors first reported a position in AVUV in Q1 2021 and has held it in 21 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Mutual Advisors held 84,382 shares of Avantis US Small Cap Value ETF worth $9.32M as of Q1 2026.
  • Mutual Advisors bought 5,529 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $609K.
  • Avantis US Small Cap Value ETF made up 0.2% of Mutual Advisors's portfolio in Q1 2026, its #94 holding.
  • Mutual Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.