Prudential Financial
AVUV icon

Prudential Financial’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Prudential Financial’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
2024
Q4 		– Sell
-16,320
Closed -$1.57M – 2305
2024
Q3 		$1.57M Buy
16,320
+4,847
+42% +$453K ﹤0.01% 1643
2024
Q2 		$1.03M Buy
11,473
+4,796
+72% +$434K ﹤0.01% 1822
2024
Q1 		$626K Buy
6,677
+2,567
+62% +$227K ﹤0.01% 2079
2023
Q4 		$369K Buy
4,110
+466
+13% +$37.3K ﹤0.01% 2257
2023
Q3 		$284K Buy
3,644
+734
+25% +$59K ﹤0.01% 2281
2023
Q2 		$226K Buy
+2,910
New +$214K ﹤0.01% 2396

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Prudential Financial's AVUV Position: Q4 2024 in Review

Prudential Financial sold out of Avantis US Small Cap Value ETF (AVUV) in Q4 2024, closing a stake of 16,320 shares — an estimated $1.57M sold.

Prudential Financial first reported a position in AVUV in Q2 2023 and held it in 6 quarters. The position peaked at $1.57M in Q3 2024. 803 funds tracked by Wall St. Rank hold AVUV as of Q4 2024.

  • Prudential Financial reported no remaining Avantis US Small Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 16,320 Avantis US Small Cap Value ETF shares in Q4 2024, an estimated $1.57M.
  • Prudential Financial first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and held it in 6 quarters.
  • Prudential Financial's Avantis US Small Cap Value ETF position peaked at $1.57M in Q3 2024.
  • 803 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.