Moisand Fitzgerald Tamayo’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Moisand Fitzgerald Tamayo’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	$36.5M	Buy	453,485 +8,755	+2%	+$687K	3.57%	9
2026 Q1	$33M	Buy	444,730 +740	+0.2%	+$55.5K	3.55%	9
2025 Q4	$31.6M	Buy	443,990 +9,958	+2%	+$691K	3.57%	8
2025 Q3	$29.9M	Buy	434,032 +4,471	+1%	+$304K	3.52%	9
2025 Q2	$28.1M	Buy	429,561 +35,916	+9%	+$2.21M	3.55%	9
2025 Q1	$24.2M	Buy	393,645 +6,974	+2%	+$456K	3.35%	11
2024 Q4	$25.2M	Sell	386,671 -5,358	-1%	-$358K	3.57%	10
2024 Q3	$25.2M	Buy	+392,029	New	+$24M	3.46%	12

Other funds holding AVMV

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

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Moisand Fitzgerald Tamayo's AVMV Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its Avantis US Mid Cap Value ETF (AVMV) stake by 2% in Q2 2026, buying an estimated $687K and bringing the position to 453,485 shares worth $36.5M. The position accounts for 3.57% of the portfolio, ranked #9.

Moisand Fitzgerald Tamayo first reported a position in AVMV in Q3 2024 and has held it in 8 quarters since. 19 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

Moisand Fitzgerald Tamayo held 453,485 shares of Avantis US Mid Cap Value ETF worth $36.5M as of Q2 2026.
Moisand Fitzgerald Tamayo bought 8,755 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $687K.
Avantis US Mid Cap Value ETF made up 3.57% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #9 holding.
Moisand Fitzgerald Tamayo first reported a position in Avantis US Mid Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
19 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.