Back to Creative Planning Creative Planning

AVUVAVUV
Showing 8 of 23 quarters

Position history for Creative PlanningCreative Planning's holdings in AVANTIS US SMALL CAP VALUE

Creative Planning holds 21.6M shares of AVUV (AVANTIS US SMALL CAP VALUE), worth $2.7B as of 2026-Q2. The position was increased (+7.0% shares). AVUV represents 1.6% of Creative Planning's portfolio.

Current Value

$2.7B

Current Shares

21.6M

Total Value Change

+$2.1B

Total Shares Change

+15.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
21.6M
+7.0%
$2.7B1.6%$124.76
54
2026-Q1
Increased
20.2M
+7.2%
$2.2B1.5%$112.34
54
2025-Q4
Increased
18.8M
+12.2%
$1.9B1.4%$102.91
56
2025-Q3
Increased
16.8M
+15.1%
$1.7B1.3%$99.44
58
2025-Q2
Increased
14.6M
+29.8%
$1.3B1.1%$90.47
63
2025-Q1
Increased
11.2M
+40.7%
$979.8M0.9%$85.99
60
2024-Q4
Increased
8M
+29.2%
$771.4M0.8%$94.56
56
2024-Q3
Increased
6.2M
+6.8%
$593.5M0.6%$93.57
47

Other major holders of AVUV: LPL Financial LLC, Focus Partners Wealth

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used