AHC
AVTM

Anderson Hoagland & Co’s Avantis Total Equity Markets ETF AVTM Stock Holding History

Anderson Hoagland & Co’s Portfolio AVTM Stock Details AVTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.86M Hold
162,708
– – 0.69% 42
2026
Q1 		$7.65M Buy
+162,708
New +$7.91M 0.66% 44

Other funds holding AVTM

TM
Torren Management San Diego, California $197M AUM
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Anderson Hoagland & Co's AVTM Position: Q2 2026 in Review

Anderson Hoagland & Co held its Avantis Total Equity Markets ETF (AVTM) position steady in Q2 2026 at 162,708 shares worth $8.86M. The position accounts for 0.69% of the portfolio, ranked #42.

Anderson Hoagland & Co first reported a position in AVTM in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold AVTM as of Q2 2026.

  • Anderson Hoagland & Co held 162,708 shares of Avantis Total Equity Markets ETF worth $8.86M as of Q2 2026.
  • Anderson Hoagland & Co left its Avantis Total Equity Markets ETF share count unchanged in Q2 2026.
  • Avantis Total Equity Markets ETF made up 0.69% of Anderson Hoagland & Co's portfolio in Q2 2026, its #42 holding.
  • Anderson Hoagland & Co first reported a position in Avantis Total Equity Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Avantis Total Equity Markets ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.