Fonville Wealth Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Fonville Wealth Management’s Portfolio AVIV Stock Details AVIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.04M	Sell	107,450 -2,006	-2%	-$152K	1.53%	22
2025 Q4	$7.8M	Buy	109,456 +5,814	+6%	+$401K	1.59%	23
2025 Q3	$6.99M	Buy	103,642 +6,974	+7%	+$452K	1.57%	22
2025 Q2	$6.02M	Buy	96,668 +7,768	+9%	+$460K	1.52%	22
2025 Q1	$5.12M	Buy	88,900 +6,441	+8%	+$356K	1.51%	22
2024 Q4	$4.28M	Buy	82,459 +6,564	+9%	+$353K	1.41%	25
2024 Q3	$4.26M	Buy	75,895 +11,107	+17%	+$598K	1.47%	25
2024 Q2	$3.4M	Buy	64,788 +6,476	+11%	+$349K	1.35%	27
2024 Q1	$3.15M	Buy	58,312 +4,386	+8%	+$226K	1.4%	26
2023 Q4	$2.78M	Buy	+53,926	New	+$2.62M	1.47%	23

Other funds holding AVIV

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Fonville Wealth Management's AVIV Position: Q1 2026 in Review

Fonville Wealth Management reduced its Avantis International Large Cap Value ETF (AVIV) stake by 1.8% in Q1 2026, selling an estimated $152K and leaving 107,450 shares worth $8.04M. The position accounts for 1.53% of the portfolio, ranked #22.

Fonville Wealth Management first reported a position in AVIV in Q4 2023 and has held it in 10 quarters since. 183 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

Fonville Wealth Management held 107,450 shares of Avantis International Large Cap Value ETF worth $8.04M as of Q1 2026.
Fonville Wealth Management sold 2,006 Avantis International Large Cap Value ETF shares in Q1 2026, an estimated $152K.
Avantis International Large Cap Value ETF made up 1.53% of Fonville Wealth Management's portfolio in Q1 2026, its #22 holding.
Fonville Wealth Management first reported a position in Avantis International Large Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
183 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on Fonville Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.