MFWP
AVMV icon

Mosaic Family Wealth Partners’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Mosaic Family Wealth Partners’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 		$1.71M Buy
21,185
+7,701
+57% +$604K 0.11% 143
2026
Q1 		$1M Buy
+13,484
New +$1.01M 0.1% 110

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $334M AUM 23.73% 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 $895M AUM 10.23% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 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
Commerce Bank
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Mosaic Family Wealth Partners's AVMV Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Avantis US Mid Cap Value ETF (AVMV) stake by 57% in Q2 2026, buying an estimated $604K and bringing the position to 21,185 shares worth $1.71M. The position accounts for 0.11% of the portfolio, ranked #143.

Mosaic Family Wealth Partners first reported a position in AVMV in Q1 2026 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Mosaic Family Wealth Partners held 21,185 shares of Avantis US Mid Cap Value ETF worth $1.71M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 7,701 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $604K.
  • Avantis US Mid Cap Value ETF made up 0.11% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #143 holding.
  • Mosaic Family Wealth Partners first reported a position in Avantis US Mid Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.