Morton Brown Family Wealth LLC Boosts Stock Holdings in Avantis U.S. Small Cap Value ETF $AVUV

Morton Brown Family Wealth LLC raised its stake in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) by 6.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 225,449 shares of the company’s stock after buying an additional 13,502 shares during the period. Avantis U.S. Small Cap Value ETF makes up about 6.3% of Morton Brown Family Wealth LLC’s investment portfolio, making the stock its 4th largest holding. Morton Brown Family Wealth LLC owned approximately 0.11% of Avantis U.S. Small Cap Value ETF worth $22,991,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of the stock. Hollencrest Capital Management purchased a new stake in shares of Avantis U.S. Small Cap Value ETF during the third quarter worth $34,000. Lodestone Wealth Management LLC bought a new stake in Avantis U.S. Small Cap Value ETF during the fourth quarter valued at about $43,000. SBI Securities Co. Ltd. bought a new stake in Avantis U.S. Small Cap Value ETF during the third quarter valued at about $47,000. Vestwell Advisors LLC bought a new stake in Avantis U.S. Small Cap Value ETF during the third quarter valued at about $116,000. Finally, Trust Co. of Vermont raised its position in shares of Avantis U.S. Small Cap Value ETF by 126.6% during the fourth quarter. Trust Co. of Vermont now owns 2,051 shares of the company’s stock valued at $209,000 after buying an additional 1,146 shares during the last quarter.

Avantis U.S. Small Cap Value ETF Stock Performance

Shares of AVUV opened at $118.17 on Thursday. Avantis U.S. Small Cap Value ETF has a 52 week low of $81.13 and a 52 week high of $119.32. The firm has a market capitalization of $25.43 billion, a P/E ratio of 11.26 and a beta of 1.02. The company has a 50-day simple moving average of $112.15 and a 200-day simple moving average of $106.20.

Avantis U.S. Small Cap Value ETF Company Profile

The Avantis U.S. Small Cap Value ETF (AVUV) is an exchange-traded fund that is based on the Russell 2000 Value index. The fund is an actively-managed portfolio of US small-cap value companies selected based on fundamental criteria. AVUV was launched on Sep 24, 2019 and is managed by American Century Investments.