SW
AVUV icon

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

SVB Wealth’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 		$1.77M Buy
15,977
+1,000
+7% +$110K 0.12% 142
2025
Q4 		$1.53M Buy
14,977
+1,651
+12% +$165K 0.09% 165
2025
Q3 		$1.33M Buy
13,326
+3,131
+31% +$303K 0.07% 194
2025
Q2 		$929K Buy
+10,195
New +$879K 0.05% 235
2022
Q2 		– Sell
-1,096
Closed -$87K – 765
2022
Q1 		$87K Hold
1,096
– – ﹤0.01% 728
2021
Q4 		$87K Hold
1,096
– – ﹤0.01% 745
2021
Q3 		$82K Hold
1,096
– – ﹤0.01% 945
2021
Q2 		$83K Buy
+1,096
New +$82.8K ﹤0.01% 929

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