HA
AVMV icon

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
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 $1.76B 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

Herold Advisors's AVMV Position: Q1 2026 in Review

Herold Advisors increased its Avantis US Mid Cap Value ETF (AVMV) stake by 15% in Q1 2026, buying an estimated $143K and bringing the position to 14,581 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #100.

Herold Advisors first reported a position in AVMV in Q2 2024 and has held it in 8 quarters since. 78 funds tracked by Wall St. Rank hold AVMV as of Q1 2026.

  • Herold Advisors held 14,581 shares of Avantis US Mid Cap Value ETF worth $1.08M as of Q1 2026.
  • Herold Advisors bought 1,901 Avantis US Mid Cap Value ETF shares in Q1 2026, an estimated $143K.
  • Avantis US Mid Cap Value ETF made up 0.24% of Herold Advisors's portfolio in Q1 2026, its #100 holding.
  • Herold Advisors first reported a position in Avantis US Mid Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 78 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.