Meredith Wealth Planning
AVIV icon

Meredith Wealth Planning’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Meredith Wealth Planning’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.96M Buy
24,588
+81
+0.3% +$6.57K 0.49% 25
2026
Q2 		$1.9M Buy
24,507
+6,135
+33% +$480K 0.45% 27
2026
Q1 		$1.37M Buy
18,372
+21
+0.1% +$1.59K 0.37% 28
2025
Q4 		$1.31M Buy
18,351
+207
+1% +$14.3K 0.39% 28
2025
Q3 		$1.22M Sell
18,144
-7
-0% -$453 0.39% 29
2025
Q2 		$1.13M Sell
18,151
-2,372
-12% -$141K 0.41% 30
2025
Q1 		$1.16M Buy
20,523
+406
+2% +$22.5K 0.51% 26
2024
Q4 		$1.04M Buy
20,117
+211
+1% +$11.4K 0.47% 29
2024
Q3 		$1.12M Buy
19,906
+3,302
+20% +$178K 0.53% 22
2024
Q2 		$871K Buy
16,604
+355
+2% +$19.1K 0.46% 26
2024
Q1 		$879K Hold
16,249
– – 0.49% 25
2023
Q4 		$837K Buy
+16,249
New +$790K 0.52% 23

Other funds holding AVIV

Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Meredith Wealth Planning's AVIV Position: Q3 2026 in Review

Meredith Wealth Planning increased its Avantis International Large Cap Value ETF (AVIV) stake by 0.33% in Q3 2026, buying an estimated $6.57K and bringing the position to 24,588 shares worth $1.96M. The position accounts for 0.49% of the portfolio, ranked #25.

Meredith Wealth Planning first reported a position in AVIV in Q4 2023 and has held it in 12 quarters since. 39 funds tracked by Wall St. Rank hold AVIV as of Q3 2026.

  • Meredith Wealth Planning held 24,588 shares of Avantis International Large Cap Value ETF worth $1.96M as of Q3 2026.
  • Meredith Wealth Planning bought 81 Avantis International Large Cap Value ETF shares in Q3 2026, an estimated $6.57K.
  • Avantis International Large Cap Value ETF made up 0.49% of Meredith Wealth Planning's portfolio in Q3 2026, its #25 holding.
  • Meredith Wealth Planning first reported a position in Avantis International Large Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 39 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.