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Wilmington Savings Fund Society’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Wilmington Savings Fund Society’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 		– Sell
-540
Closed -$49.2K – 1434
2025
Q2 		$49.2K Sell
540
-50
-8% -$4.31K ﹤0.01% 1235
2025
Q1 		$51.4K Hold
590
– – ﹤0.01% 1200
2024
Q4 		$57K Buy
590
+50
+9% +$4.97K ﹤0.01% 1205
2024
Q3 		$51.8K Buy
+540
New +$50.5K ﹤0.01% 1209

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

Wilmington Savings Fund Society's AVUV Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Avantis US Small Cap Value ETF (AVUV) in Q3 2025, closing a stake of 540 shares — an estimated $49.2K sold.

Wilmington Savings Fund Society first reported a position in AVUV in Q3 2024 and held it in 4 quarters. The position peaked at $57K in Q4 2024. 881 funds tracked by Wall St. Rank hold AVUV as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Avantis US Small Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 540 Avantis US Small Cap Value ETF shares in Q3 2025, an estimated $49.2K.
  • Wilmington Savings Fund Society first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Avantis US Small Cap Value ETF position peaked at $57K in Q4 2024.
  • 881 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.