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Thor Investment Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Thor Investment 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
2024
Q1 		– Sell
-3,951
Closed -$355K – 44
2023
Q4 		$355K Buy
+3,951
New +$316K 0.31% 39

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Thor Investment Management's AVUV Position: Q1 2024 in Review

Thor Investment Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2024, closing a stake of 3,951 shares — an estimated $355K sold.

Thor Investment Management first reported a position in AVUV in Q4 2023 and held it in 1 quarter. The position peaked at $355K in Q4 2023. 632 funds tracked by Wall St. Rank hold AVUV as of Q1 2024.

  • Thor Investment Management reported no remaining Avantis US Small Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Thor Investment Management sold 3,951 Avantis US Small Cap Value ETF shares in Q1 2024, an estimated $355K.
  • Thor Investment Management first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • Thor Investment Management's Avantis US Small Cap Value ETF position peaked at $355K in Q4 2023.
  • 632 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2024.

Based on Thor Investment Management's 13F filing for Q1 2024, filed 9 Jul 2026.