UF
AVUV icon

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

Univest 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
2026
Q1 		$326K Hold
2,951
– – 0.02% 223
2025
Q4 		$301K Hold
2,951
– – 0.02% 231
2025
Q3 		$294K Hold
2,951
– – 0.02% 229
2025
Q2 		$269K Hold
2,951
– – 0.02% 232
2025
Q1 		$257K Hold
2,951
– – 0.02% 243
2024
Q4 		$285K Sell
2,951
-29
-1% -$2.88K 0.02% 245
2024
Q3 		$286K Buy
+2,980
New +$279K 0.02% 242

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

Univest Financial's AVUV Position: Q1 2026 in Review

Univest Financial held its Avantis US Small Cap Value ETF (AVUV) position steady in Q1 2026 at 2,951 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #223.

Univest Financial first reported a position in AVUV in Q3 2024 and has held it in 7 quarters since. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Univest Financial held 2,951 shares of Avantis US Small Cap Value ETF worth $326K as of Q1 2026.
  • Univest Financial left its Avantis US Small Cap Value ETF share count unchanged in Q1 2026.
  • Avantis US Small Cap Value ETF made up 0.02% of Univest Financial's portfolio in Q1 2026, its #223 holding.
  • Univest Financial first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.