Ken Fisher's AVUV Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 1,894 shares of Avantis U.S. Small Cap Value ETF (AVUV) worth $209,230, representing 0.00% of the portfolio. First purchased in 2023-Q2, this short-term holding has been held for 5 quarters.
Based on 13F filings, Ken Fisher has maintained this position in AVUV for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2024, adding 2,365 shares. Largest reduction occurred in Q3 2023, reducing 3,315 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Avantis US Small Cap Value ETF (AVUV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Avantis US Small Cap Value ETF (AVUV) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1,894 | New Buy | 1,894 | $110.47 |
| Q3 2024 | -2,365 | Sold Out | 0 | $0.00 |
| Q2 2024 | +2,365 | New Buy | 2,365 | $89.76 |
| Q3 2023 | -3,315 | Sold Out | 0 | $0.00 |
| Q2 2023 | +3,315 | New Buy | 3,315 | $77.61 |
Ken Fisher's Avantis US Small Cap Value ETF Investment FAQs
Ken Fisher first purchased Avantis U.S. Small Cap Value ETF (AVUV) in Q2 2023, acquiring 3,315 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Avantis U.S. Small Cap Value ETF (AVUV) for 5 quarters since Q2 2023.
Ken Fisher's largest addition to Avantis U.S. Small Cap Value ETF (AVUV) was in Q2 2023, adding 3,315 shares worth $257,279.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 1,894 shares of Avantis U.S. Small Cap Value ETF (AVUV), valued at approximately $209,230.
As of the Q1 2026 filing, Avantis U.S. Small Cap Value ETF (AVUV) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Avantis U.S. Small Cap Value ETF (AVUV) was 3,315 shares, as reported at the end of Q2 2023.