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Willow Creek Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Willow Creek Wealth 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
2025
Q3 		$14.5M Buy
146,054
+1,002
+0.7% +$96.9K 1.2% 25
2025
Q2 		$13.2M Buy
145,052
+25,566
+21% +$2.2M 1.19% 24
2025
Q1 		$10.4M Buy
119,486
+14,279
+14% +$1.34M 1.01% 26
2024
Q4 		$10.2M Buy
105,207
+1,730
+2% +$172K 1.04% 25
2024
Q3 		$9.93M Buy
103,477
+3,644
+4% +$341K 1.04% 25
2024
Q2 		$8.96M Buy
99,833
+509
+0.5% +$46.1K 1.02% 25
2024
Q1 		$9.31M Buy
99,324
+2,352
+2% +$208K 1.09% 24
2023
Q4 		$8.71M Buy
96,972
+31,981
+49% +$2.56M 1.09% 25
2023
Q3 		$5.07M Buy
64,991
+1,257
+2% +$101K 0.75% 26
2023
Q2 		$4.95M Buy
63,734
+133
+0.2% +$9.78K 0.7% 28
2023
Q1 		$4.71M Sell
63,601
-2,118
-3% -$166K 0.73% 27
2022
Q4 		$4.9M Buy
65,719
+11,809
+22% +$888K 0.81% 21
2022
Q3 		$3.57M Buy
+53,910
New +$3.93M 0.69% 20

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 $4.79B AUM 16.42% 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

Willow Creek Wealth Management's AVUV Position: Q3 2025 in Review

Willow Creek Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.69% in Q3 2025, buying an estimated $96.9K and bringing the position to 146,054 shares worth $14.5M. The position accounts for 1.2% of the portfolio, ranked #25.

Willow Creek Wealth Management first reported a position in AVUV in Q3 2022 and has held it in 13 quarters since. 881 funds tracked by Wall St. Rank hold AVUV as of Q3 2025.

  • Willow Creek Wealth Management held 146,054 shares of Avantis US Small Cap Value ETF worth $14.5M as of Q3 2025.
  • Willow Creek Wealth Management bought 1,002 Avantis US Small Cap Value ETF shares in Q3 2025, an estimated $96.9K.
  • Avantis US Small Cap Value ETF made up 1.2% of Willow Creek Wealth Management's portfolio in Q3 2025, its #25 holding.
  • Willow Creek Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and has held it in 13 quarters since.
  • 881 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.