HBFP
AVMV icon

Henderson Brothers Financial Partners’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Henderson Brothers Financial Partners’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 		$3.63M Sell
45,038
-44,369
-50% -$3.48M 1.72% 15
2026
Q1 		$6.63M Buy
+89,407
New +$6.71M 1.68% 15

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

Henderson Brothers Financial Partners's AVMV Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its Avantis US Mid Cap Value ETF (AVMV) stake by 50% in Q2 2026, selling an estimated $3.48M and leaving 45,038 shares worth $3.63M. The position accounts for 1.72% of the portfolio, ranked #15.

Henderson Brothers Financial Partners first reported a position in AVMV in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.63M in Q1 2026. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Henderson Brothers Financial Partners held 45,038 shares of Avantis US Mid Cap Value ETF worth $3.63M as of Q2 2026.
  • Henderson Brothers Financial Partners sold 44,369 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $3.48M.
  • Avantis US Mid Cap Value ETF made up 1.72% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #15 holding.
  • Henderson Brothers Financial Partners first reported a position in Avantis US Mid Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Henderson Brothers Financial Partners's Avantis US Mid Cap Value ETF position peaked at $6.63M in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.