Herold Advisors’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Herold Advisors’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 Q3	$1.26M	Sell	16,486 -560	-3%	-$45.3K	0.25%	96
2026 Q2	$1.37M	Buy	17,046 +2,465	+17%	+$193K	0.27%	91
2026 Q1	$1.08M	Buy	14,581 +1,901	+15%	+$143K	0.24%	100
2025 Q4	$903K	Sell	12,680 -232	-2%	-$16.1K	0.2%	114
2025 Q3	$889K	Buy	12,912 +6,200	+92%	+$421K	0.21%	118
2025 Q2	$439K	Sell	6,712 -4,669	-41%	-$287K	0.09%	199
2025 Q1	$699K	Buy	11,381 +406	+4%	+$26.6K	0.15%	151
2024 Q4	$716K	Buy	10,975 +805	+8%	+$53.9K	0.16%	147
2024 Q3	$653K	Hold	10,170	–	–	0.14%	159
2024 Q2	$607K	Buy	+10,170	New	+$611K	0.14%	160

Other funds holding AVMV

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Herold Advisors's AVMV Position: Q3 2026 in Review

Herold Advisors reduced its Avantis US Mid Cap Value ETF (AVMV) stake by 3.3% in Q3 2026, selling an estimated $45.3K and leaving 16,486 shares worth $1.26M. The position accounts for 0.25% of the portfolio, ranked #96.

Herold Advisors first reported a position in AVMV in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.37M in Q2 2026. 34 funds tracked by Wall St. Rank hold AVMV as of Q3 2026.

Herold Advisors held 16,486 shares of Avantis US Mid Cap Value ETF worth $1.26M as of Q3 2026.
Herold Advisors sold 560 Avantis US Mid Cap Value ETF shares in Q3 2026, an estimated $45.3K.
Avantis US Mid Cap Value ETF made up 0.25% of Herold Advisors's portfolio in Q3 2026, its #96 holding.
Herold Advisors first reported a position in Avantis US Mid Cap Value ETF in Q2 2024 and has held it in 10 quarters since.
Herold Advisors's Avantis US Mid Cap Value ETF position peaked at $1.37M in Q2 2026.
34 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.