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Watts Gwilliam & Co’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Watts Gwilliam & Co’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
2025
Q3 		$8.24M Buy
82,795
+105
+0.1% +$10.2K 1.33% 17
2025
Q2 		$8.44M Sell
82,690
-1,093
-1% -$94.2K 1.39% 17
2025
Q1 		$7.3M Buy
83,783
+4,052
+5% +$381K 1.58% 15
2024
Q4 		$7.69M Sell
79,731
-3,289
-4% -$327K 1.62% 16
2024
Q3 		$7.88M Buy
+83,020
New +$7.76M 1.72% 13
2024
Q1 		$6.99M Buy
+74,966
New +$6.63M 2.16% 10

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Watts Gwilliam & Co's AVUV Position: Q3 2025 in Review

Watts Gwilliam & Co increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.13% in Q3 2025, buying an estimated $10.2K and bringing the position to 82,795 shares worth $8.24M. The position accounts for 1.33% of the portfolio, ranked #17.

Watts Gwilliam & Co first reported a position in AVUV in Q1 2024 and has held it in 6 quarters since. The position peaked at $8.44M in Q2 2025. 880 funds tracked by Wall St. Rank hold AVUV as of Q3 2025.

  • Watts Gwilliam & Co held 82,795 shares of Avantis US Small Cap Value ETF worth $8.24M as of Q3 2025.
  • Watts Gwilliam & Co bought 105 Avantis US Small Cap Value ETF shares in Q3 2025, an estimated $10.2K.
  • Avantis US Small Cap Value ETF made up 1.33% of Watts Gwilliam & Co's portfolio in Q3 2025, its #17 holding.
  • Watts Gwilliam & Co first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's Avantis US Small Cap Value ETF position peaked at $8.44M in Q2 2025.
  • 880 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.