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Plancorp LLC’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Plancorp LLC’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
Q2 		$3.85M Hold
49,165
– – 0.09% 93
2026
Q1 		$3.86M Buy
49,165
+340
+0.7% +$25.7K 0.11% 72
2025
Q4 		$3.48M Buy
48,825
+500
+1% +$34.5K 0.11% 73
2025
Q3 		$3.26M Hold
48,325
– – 0.1% 83
2025
Q2 		$3.01M Buy
48,325
+940
+2% +$55.7K 0.1% 84
2025
Q1 		$2.69M Hold
47,385
– – 0.11% 82
2024
Q4 		$2.46M Hold
47,385
– – 0.1% 76
2024
Q3 		$2.66M Hold
47,385
– – 0.11% 67
2024
Q2 		$2.48M Hold
47,385
– – 0.11% 69
2024
Q1 		$2.56M Hold
47,385
– – 0.11% 69
2023
Q4 		$2.44M Hold
47,385
– – 0.12% 67
2023
Q3 		$2.28M Buy
47,385
+8,565
+22% +$420K 0.12% 65
2023
Q2 		$1.89M Sell
38,820
-7,766
-17% -$378K 0.1% 74
2023
Q1 		$2.24M Hold
46,586
– – 0.13% 61
2022
Q4 		$2.1M Buy
46,586
+500
+1% +$21.5K 0.12% 63
2022
Q3 		$1.75M Hold
46,086
– – 0.12% 66
2022
Q2 		$1.96M Sell
46,086
-817
-2% -$38.5K 0.12% 64
2022
Q1 		$2.35M Hold
46,903
– – 0.15% 56
2021
Q4 		$2.37M Buy
46,903
+36,703
+360% +$1.86M 0.15% 59
2021
Q3 		$510K Buy
+10,200
New +$509K 0.04% 138

Other funds holding AVIV

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
KCA
Kilner Capital Advisors Gaithersburg, Maryland $117M AUM
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Plancorp LLC's AVIV Position: Q2 2026 in Review

Plancorp LLC held its Avantis International Large Cap Value ETF (AVIV) position steady in Q2 2026 at 49,165 shares worth $3.85M. The position accounts for 0.09% of the portfolio, ranked #93.

Plancorp LLC first reported a position in AVIV in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.86M in Q1 2026. 33 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Plancorp LLC held 49,165 shares of Avantis International Large Cap Value ETF worth $3.85M as of Q2 2026.
  • Plancorp LLC left its Avantis International Large Cap Value ETF share count unchanged in Q2 2026.
  • Avantis International Large Cap Value ETF made up 0.09% of Plancorp LLC's portfolio in Q2 2026, its #93 holding.
  • Plancorp LLC first reported a position in Avantis International Large Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
  • Plancorp LLC's Avantis International Large Cap Value ETF position peaked at $3.86M in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.