Prosperity Planning’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Prosperity Planning’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	$4.97M	Buy	64,160 +3,884	+6%	+$304K	1.14%	24
2026 Q1	$4.51M	Buy	60,276 +4,192	+7%	+$317K	1.14%	24
2025 Q4	$3.99M	Buy	56,084 +2,642	+5%	+$182K	1.04%	26
2025 Q3	$3.6M	Buy	53,442 +1,786	+3%	+$116K	0.97%	26
2025 Q2	$3.21M	Buy	51,656 +5,568	+12%	+$330K	0.93%	27
2025 Q1	$2.61M	Buy	46,088 +11,365	+33%	+$628K	0.82%	32
2024 Q4	$1.8M	Buy	34,723 +13,879	+67%	+$747K	0.58%	39
2024 Q3	$1.17M	Buy	20,844 +12,368	+146%	+$666K	0.37%	50
2024 Q2	$444K	Buy	+8,476	New	+$457K	0.15%	73

Other funds holding AVIV

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 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

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

Frankly Finances Winter Park, Florida $127M AUM

Prosperity Planning's AVIV Position: Q2 2026 in Review

Prosperity Planning increased its Avantis International Large Cap Value ETF (AVIV) stake by 6.4% in Q2 2026, buying an estimated $304K and bringing the position to 64,160 shares worth $4.97M. The position accounts for 1.14% of the portfolio, ranked #24.

Prosperity Planning first reported a position in AVIV in Q2 2024 and has held it in 9 quarters since. 31 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

Prosperity Planning held 64,160 shares of Avantis International Large Cap Value ETF worth $4.97M as of Q2 2026.
Prosperity Planning bought 3,884 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $304K.
Avantis International Large Cap Value ETF made up 1.14% of Prosperity Planning's portfolio in Q2 2026, its #24 holding.
Prosperity Planning first reported a position in Avantis International Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
31 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.