Venturi Wealth Management LLC Has $33.92 Million Position in Avantis U.S. Small Cap Value ETF $AVUV

Venturi Wealth Management LLC raised its stake in shares of Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) by 11.9% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 307,061 shares of the company’s stock after acquiring an additional 32,748 shares during the quarter. Avantis U.S. Small Cap Value ETF makes up 1.5% of Venturi Wealth Management LLC’s portfolio, making the stock its 17th largest holding. Venturi Wealth Management LLC’s holdings in Avantis U.S. Small Cap Value ETF were worth $33,921,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. ADG Wealth Management Group LLC boosted its stake in shares of Avantis U.S. Small Cap Value ETF by 12.2% in the 1st quarter. ADG Wealth Management Group LLC now owns 2,703 shares of the company’s stock valued at $299,000 after purchasing an additional 293 shares in the last quarter. WJ Interests LLC increased its position in shares of Avantis U.S. Small Cap Value ETF by 5.4% during the 1st quarter. WJ Interests LLC now owns 210,747 shares of the company’s stock worth $23,281,000 after purchasing an additional 10,762 shares in the last quarter. Morton Brown Family Wealth LLC lifted its holdings in Avantis U.S. Small Cap Value ETF by 3.1% during the 1st quarter. Morton Brown Family Wealth LLC now owns 232,530 shares of the company’s stock valued at $25,688,000 after purchasing an additional 7,081 shares during the last quarter. Foster & Motley Inc. lifted its holdings in Avantis U.S. Small Cap Value ETF by 4.8% during the 1st quarter. Foster & Motley Inc. now owns 93,422 shares of the company’s stock valued at $10,320,000 after purchasing an additional 4,299 shares during the last quarter. Finally, White Pine Investment CO lifted its holdings in Avantis U.S. Small Cap Value ETF by 2.3% during the 1st quarter. White Pine Investment CO now owns 65,171 shares of the company’s stock valued at $7,199,000 after purchasing an additional 1,460 shares during the last quarter.

Avantis U.S. Small Cap Value ETF Stock Up 0.6%

NYSEARCA:AVUV opened at $124.94 on Friday. The firm has a market cap of $27.41 billion, a PE ratio of 11.26 and a beta of 1.00. Avantis U.S. Small Cap Value ETF has a 12 month low of $89.27 and a 12 month high of $125.20. The company’s 50-day moving average price is $120.23 and its two-hundred day moving average price is $113.09.

About Avantis U.S. Small Cap Value ETF

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.