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AVUV icon

&Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

&Partners’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 		$20M Buy
180,200
+37,469
+26% +$4.13M 0.1% 191
2025
Q4 		$14.5M Buy
142,731
+58,560
+70% +$5.86M 0.08% 242
2025
Q3 		$8.38M Buy
84,171
+4,434
+6% +$429K 0.05% 306
2025
Q2 		$7.17M Buy
79,737
+10,636
+15% +$917K 0.06% 297
2025
Q1 		$6.03M Sell
69,101
-33,580
-33% -$3.16M 0.06% 257
2024
Q4 		$9.98M Buy
102,681
+7,283
+8% +$724K 0.12% 169
2024
Q3 		$9.19M Buy
95,398
+11,889
+14% +$1.11M 0.18% 130
2024
Q2 		$7.49M Buy
+83,509
New +$7.56M 0.33% 75

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

&Partners's AVUV Position: Q1 2026 in Review

&Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 26% in Q1 2026, buying an estimated $4.13M and bringing the position to 180,200 shares worth $20M. The position accounts for 0.1% of the portfolio, ranked #191.

&Partners first reported a position in AVUV in Q2 2024 and has held it in 8 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • &Partners held 180,200 shares of Avantis US Small Cap Value ETF worth $20M as of Q1 2026.
  • &Partners bought 37,469 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $4.13M.
  • Avantis US Small Cap Value ETF made up 0.1% of &Partners's portfolio in Q1 2026, its #191 holding.
  • &Partners first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.