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Plancorp LLC’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Plancorp LLC’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 		$543K Hold
6,730
– – 0.01% 239
2026
Q1 		$510K Buy
6,730
+420
+7% +$31.5K 0.01% 224
2025
Q4 		$449K Buy
6,310
+500
+9% +$34.7K 0.01% 228
2025
Q3 		$400K Hold
5,810
– – 0.01% 253
2025
Q2 		$380K Buy
5,810
+1,060
+22% +$65.2K 0.01% 260
2025
Q1 		$292K Hold
4,750
– – 0.01% 288
2024
Q4 		$310K Hold
4,750
– – 0.01% 248
2024
Q3 		$305K Buy
+4,750
New +$291K 0.01% 247

Other funds holding AVMV

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

Plancorp LLC's AVMV Position: Q2 2026 in Review

Plancorp LLC held its Avantis US Mid Cap Value ETF (AVMV) position steady in Q2 2026 at 6,730 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #239.

Plancorp LLC 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.

  • Plancorp LLC held 6,730 shares of Avantis US Mid Cap Value ETF worth $543K as of Q2 2026.
  • Plancorp LLC left its Avantis US Mid Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Mid Cap Value ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #239 holding.
  • Plancorp LLC 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 Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.