AVUV (AVUV)

This article details Hoxton Planning & Management, LLC's historical holdings in the Avantis U.S. Small Cap Value ETF (AVUV). As of June 30, 2026, Hoxton Planning & Management, LLC held 38,272 shares of AVUV, valued at $4.77 million, representing 1.25% of their portfolio. The firm has made four purchases and one sale of AVUV shares since 2025Q2, resulting in an estimated gain of 8.98% on their current holdings.

This article provides a detailed financial overview of the Avantis US Small Cap Value ETF (AVUV), including its current stock price, historical performance, and key financial metrics. It highlights the fund's investment strategy, focusing on diverse U.S. small-cap companies, and lists its top sector weightings. The page also offers comparative performance data against its category and suggests other related ETFs.

The Avantis U.S. Small Cap Value ETF (AVUV) provides a superior alternative to the Russell 2000 Index by investing in profitable and undervalued small-cap companies. AVUV's strategic focus has led to a year-to-date return of 24.5% compared to the Russell 2000 ETF's 20.6%. Despite a slightly higher expense ratio, its emphasis on value and profitability results in better long-term performance, making it an attractive option for small-cap exposure with reduced risk.

This article provides a detailed profile of the Avantis U.S. Small Cap Value ETF (AVUV), including its investment strategy, holdings, and financial data. AVUV seeks long-term capital appreciation by investing in highly profitable US small-cap value stocks and is actively managed. The ETF has an expense ratio of 0.25% and pays quarterly dividends, with its assets under management totaling $29.04 billion.

This article provides a comprehensive overview of the Avantis US Small Cap Value ETF (AVUV), detailing its stock performance, recent news, and financial highlights. AVUV stock has seen a 37.5% gain over the past year, currently trading at $125.07. The article also touches on its recent milestone of reaching $150 billion in assets under management.