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Gladstone Institutional Advisory’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Gladstone Institutional Advisory’s Portfolio AVMV Stock Details AVMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$418K Sell
5,185
-27
-0.5% -$2.12K 0.01% 650
2026
Q1 		$387K Buy
5,212
+1,278
+32% +$95.9K 0.01% 597
2025
Q4 		$280K Buy
+3,934
New +$273K 0.01% 657

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Gladstone Institutional Advisory's AVMV Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Avantis US Mid Cap Value ETF (AVMV) stake by 0.52% in Q2 2026, selling an estimated $2.12K and leaving 5,185 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #650.

Gladstone Institutional Advisory first reported a position in AVMV in Q4 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Gladstone Institutional Advisory held 5,185 shares of Avantis US Mid Cap Value ETF worth $418K as of Q2 2026.
  • Gladstone Institutional Advisory sold 27 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $2.12K.
  • Avantis US Mid Cap Value ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #650 holding.
  • Gladstone Institutional Advisory first reported a position in Avantis US Mid Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.