Jeff Yass’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Jeff Yass’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	–	Sell	-17,304	Closed	-$1.28M	–	13359
2026 Q1	$1.28M	Buy	17,304 +5,102	+42%	+$383K	﹤0.01%	7260
2025 Q4	$869K	Buy	+12,202	New	+$847K	﹤0.01%	7499
2025 Q2	–	Sell	-14,587	Closed	-$896K	–	12622
2025 Q1	$896K	Buy	+14,587	New	+$954K	﹤0.01%	7514
2024 Q4	–	Sell	-4,498	Closed	-$289K	–	12155
2024 Q3	$289K	Sell	4,498 -5,145	-53%	-$315K	﹤0.01%	9679
2024 Q2	$575K	Buy	9,643 +1,899	+25%	+$114K	﹤0.01%	7925
2024 Q1	$484K	Buy	+7,744	New	+$445K	﹤0.01%	8595

Other funds holding AVMV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Jeff Yass's AVMV Position: Q2 2026 in Review

Jeff Yass sold out of Avantis US Mid Cap Value ETF (AVMV) in Q2 2026, closing a stake of 17,304 shares — an estimated $1.28M sold.

Jeff Yass first reported a position in AVMV in Q1 2024 and held it in 6 quarters. The position peaked at $1.28M in Q1 2026. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

Jeff Yass reported no remaining Avantis US Mid Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 17,304 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $1.28M.
Jeff Yass first reported a position in Avantis US Mid Cap Value ETF in Q1 2024 and held it in 6 quarters.
Jeff Yass's Avantis US Mid Cap Value ETF position peaked at $1.28M in Q1 2026.
91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.