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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
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

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

Herold Advisors's AVMV Position: Q2 2026 in Review

Herold Advisors increased its Avantis US Mid Cap Value ETF (AVMV) stake by 17% in Q2 2026, buying an estimated $193K and bringing the position to 17,046 shares worth $1.37M. The position accounts for 0.27% of the portfolio, ranked #91.

Herold Advisors first reported a position in AVMV in Q2 2024 and has held it in 9 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Herold Advisors held 17,046 shares of Avantis US Mid Cap Value ETF worth $1.37M as of Q2 2026.
  • Herold Advisors bought 2,465 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $193K.
  • Avantis US Mid Cap Value ETF made up 0.27% of Herold Advisors's portfolio in Q2 2026, its #91 holding.
  • Herold Advisors first reported a position in Avantis US Mid Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.