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Harbor Investment Advisory’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Harbor Investment 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 		$455K Buy
5,651
+2,900
+105% +$227K 0.03% 314
2026
Q1 		$204K Buy
2,751
+1,551
+129% +$116K 0.02% 396
2025
Q4 		$85.4K Buy
+1,200
New +$83.3K 0.01% 547

Other funds holding AVMV

EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 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
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM

Harbor Investment Advisory's AVMV Position: Q2 2026 in Review

Harbor Investment Advisory increased its Avantis US Mid Cap Value ETF (AVMV) stake by 105% in Q2 2026, buying an estimated $227K and bringing the position to 5,651 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #314.

Harbor Investment Advisory first reported a position in AVMV in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Harbor Investment Advisory held 5,651 shares of Avantis US Mid Cap Value ETF worth $455K as of Q2 2026.
  • Harbor Investment Advisory bought 2,900 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $227K.
  • Avantis US Mid Cap Value ETF made up 0.03% of Harbor Investment Advisory's portfolio in Q2 2026, its #314 holding.
  • Harbor Investment Advisory first reported a position in Avantis US Mid Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.