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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
Q2 		$8.46M Buy
109,222
+1,772
+2% +$139K 1.38% 24
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Fonville Wealth Management's AVIV Position: Q2 2026 in Review

Fonville Wealth Management increased its Avantis International Large Cap Value ETF (AVIV) stake by 1.6% in Q2 2026, buying an estimated $139K and bringing the position to 109,222 shares worth $8.46M. The position accounts for 1.38% of the portfolio, ranked #24.

Fonville Wealth Management first reported a position in AVIV in Q4 2023 and has held it in 11 quarters since. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Fonville Wealth Management held 109,222 shares of Avantis International Large Cap Value ETF worth $8.46M as of Q2 2026.
  • Fonville Wealth Management bought 1,772 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $139K.
  • Avantis International Large Cap Value ETF made up 1.38% of Fonville Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Fonville Wealth Management first reported a position in Avantis International Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.