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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

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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. 91 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.
  • 91 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.