Northwestern Mutual Wealth Management
AVUV icon

Northwestern Mutual Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Northwestern Mutual 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
2026
Q1 		$264M Buy
2,392,956
+79,764
+3% +$8.78M 0.16% 71
2025
Q4 		$236M Buy
2,313,192
+68,260
+3% +$6.83M 0.15% 77
2025
Q3 		$223M Buy
2,244,932
+239,996
+12% +$23.2M 0.15% 75
2025
Q2 		$183M Buy
2,004,936
+208,896
+12% +$18M 0.13% 80
2025
Q1 		$157M Buy
1,796,040
+389,956
+28% +$36.6M 0.13% 78
2024
Q4 		$136M Buy
1,406,084
+149,541
+12% +$14.9M 0.11% 83
2024
Q3 		$121M Buy
1,256,543
+408,822
+48% +$38.2M 0.11% 92
2024
Q2 		$76.1M Buy
847,721
+45,556
+6% +$4.13M 0.08% 120
2024
Q1 		$75.2M Buy
802,165
+65,999
+9% +$5.84M 0.08% 120
2023
Q4 		$66.1M Sell
736,166
-63,877
-8% -$5.11M 0.07% 127
2023
Q3 		$62.4M Buy
800,043
+28,896
+4% +$2.32M 0.08% 117
2023
Q2 		$59.8M Sell
771,147
-209,351
-21% -$15.4M 0.08% 128
2023
Q1 		$72.6M Sell
980,498
-159,717
-14% -$12.5M 0.1% 99
2022
Q4 		$85M Buy
1,140,215
+332,659
+41% +$25M 0.13% 84
2022
Q3 		$53.4M Buy
807,556
+2,438
+0.3% +$178K 0.09% 106
2022
Q2 		$55M Buy
805,118
+214,595
+36% +$16.2M 0.09% 104
2022
Q1 		$47.2M Buy
590,523
+469,038
+386% +$37.2M 0.08% 130
2021
Q4 		$9.69M Buy
121,485
+120,144
+8,959% +$9.57M 0.02% 298
2021
Q3 		$101K Buy
1,341
+242
+22% +$17.9K ﹤0.01% 1624
2021
Q2 		$83K Buy
1,099
+248
+29% +$18.7K ﹤0.01% 1671
2021
Q1 		$61K Buy
851
+306
+56% +$20.5K ﹤0.01% 1657
2020
Q4 		$31K Buy
+545
New +$27.9K ﹤0.01% 1798

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

Northwestern Mutual Wealth Management's AVUV Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.4% in Q1 2026, buying an estimated $8.78M and bringing the position to 2,392,956 shares worth $264M. The position accounts for 0.16% of the portfolio, ranked #71.

Northwestern Mutual Wealth Management first reported a position in AVUV in Q4 2020 and has held it in 22 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Northwestern Mutual Wealth Management held 2,392,956 shares of Avantis US Small Cap Value ETF worth $264M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 79,764 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $8.78M.
  • Avantis US Small Cap Value ETF made up 0.16% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #71 holding.
  • Northwestern Mutual Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.