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AVUV icon

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

SignatureFD’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 		$190K Buy
1,722
+562
+48% +$61.9K ﹤0.01% 1033
2025
Q4 		$118K Buy
1,160
+129
+13% +$12.9K ﹤0.01% 1249
2025
Q3 		$103K Buy
1,031
+1,000
+3,226% +$96.7K ﹤0.01% 1286
2025
Q2 		$2.83K Sell
31
-4,165
-99% -$359K ﹤0.01% 2777
2025
Q1 		$366K Sell
4,196
-684
-14% -$64.3K 0.01% 641
2024
Q4 		$471K Buy
4,880
+2,864
+142% +$285K 0.01% 547
2024
Q3 		$193K Buy
2,016
+251
+14% +$23.5K ﹤0.01% 884
2024
Q2 		$158K Buy
1,765
+826
+88% +$74.8K ﹤0.01% 928
2024
Q1 		$88K Buy
939
+909
+3,030% +$80.4K ﹤0.01% 1262
2023
Q4 		$2.72K Hold
30
– – ﹤0.01% 2685
2023
Q3 		$2.35K Hold
30
– – ﹤0.01% 2731
2023
Q2 		$2.33K Buy
+30
New +$2.21K ﹤0.01% 2762
2022
Q2 		– Sell
-317
Closed -$25K – 3108
2022
Q1 		$25K Buy
+317
New +$25.1K ﹤0.01% 1724
2021
Q4 		– Sell
-244
Closed -$18K – 3107
2021
Q3 		$18K Buy
+244
New +$18.1K ﹤0.01% 1796

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

SignatureFD's AVUV Position: Q1 2026 in Review

SignatureFD increased its Avantis US Small Cap Value ETF (AVUV) stake by 48% in Q1 2026, buying an estimated $61.9K and bringing the position to 1,722 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

SignatureFD first reported a position in AVUV in Q3 2021 and has held it in 14 quarters since. The position peaked at $471K in Q4 2024. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • SignatureFD held 1,722 shares of Avantis US Small Cap Value ETF worth $190K as of Q1 2026.
  • SignatureFD bought 562 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $61.9K.
  • Avantis US Small Cap Value ETF made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #1033 holding.
  • SignatureFD first reported a position in Avantis US Small Cap Value ETF in Q3 2021 and has held it in 14 quarters since.
  • SignatureFD's Avantis US Small Cap Value ETF position peaked at $471K in Q4 2024.
  • 1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.