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Nvest Wealth Strategies’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Nvest Wealth Strategies’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 		$1.22M Buy
15,178
+317
+2% +$24.9K 0.76% 18
2026
Q1 		$1.1M Buy
14,861
+301
+2% +$22.6K 0.77% 18
2025
Q4 		$1.04M Buy
+14,560
New +$1.01M 0.76% 17

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
EA
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
FIC
Family Investment Center Saint Joseph, Missouri $602M AUM 19.6% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Nvest Wealth Strategies's AVMV Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Avantis US Mid Cap Value ETF (AVMV) stake by 2.1% in Q2 2026, buying an estimated $24.9K and bringing the position to 15,178 shares worth $1.22M. The position accounts for 0.76% of the portfolio, ranked #18.

Nvest Wealth Strategies first reported a position in AVMV in Q4 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Nvest Wealth Strategies held 15,178 shares of Avantis US Mid Cap Value ETF worth $1.22M as of Q2 2026.
  • Nvest Wealth Strategies bought 317 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $24.9K.
  • Avantis US Mid Cap Value ETF made up 0.76% of Nvest Wealth Strategies's portfolio in Q2 2026, its #18 holding.
  • Nvest Wealth Strategies first reported a position in Avantis US Mid Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.