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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
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 $1.76B AUM 18.21% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $556M 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 $162B AUM 16.35% 1-Year Est. Return
FIC
Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Gladstone Institutional Advisory's AVMV Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Avantis US Mid Cap Value ETF (AVMV) stake by 32% in Q1 2026, buying an estimated $95.9K and bringing the position to 5,212 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #597.

Gladstone Institutional Advisory first reported a position in AVMV in Q4 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold AVMV as of Q1 2026.

  • Gladstone Institutional Advisory held 5,212 shares of Avantis US Mid Cap Value ETF worth $387K as of Q1 2026.
  • Gladstone Institutional Advisory bought 1,278 Avantis US Mid Cap Value ETF shares in Q1 2026, an estimated $95.9K.
  • Avantis US Mid Cap Value ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #597 holding.
  • Gladstone Institutional Advisory first reported a position in Avantis US Mid Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.