Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Northwestern Mutual Wealth Management’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 		$17.1M Buy
230,773
+8,916
+4% +$669K 0.01% 473
2025
Q4 		$15.8M Buy
221,857
+3,830
+2% +$266K 0.01% 465
2025
Q3 		$15M Buy
+218,027
New +$14.8M 0.01% 467

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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
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
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Northwestern Mutual Wealth Management's AVMV Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Avantis US Mid Cap Value ETF (AVMV) stake by 4% in Q1 2026, buying an estimated $669K and bringing the position to 230,773 shares worth $17.1M. The position accounts for 0.01% of the portfolio, ranked #473.

Northwestern Mutual Wealth Management first reported a position in AVMV in Q3 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold AVMV as of Q1 2026.

  • Northwestern Mutual Wealth Management held 230,773 shares of Avantis US Mid Cap Value ETF worth $17.1M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 8,916 Avantis US Mid Cap Value ETF shares in Q1 2026, an estimated $669K.
  • Avantis US Mid Cap Value ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #473 holding.
  • Northwestern Mutual Wealth Management first reported a position in Avantis US Mid Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.