Prosperity Planning’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Prosperity Planning’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	$12.7M	Buy	157,113 +11,395	+8%	+$894K	2.9%	11
2026 Q1	$10.8M	Buy	145,718 +13,031	+10%	+$978K	2.74%	12
2025 Q4	$9.45M	Buy	132,687 +10,157	+8%	+$705K	2.47%	12
2025 Q3	$8.44M	Buy	122,530 +13,157	+12%	+$893K	2.28%	15
2025 Q2	$7.15M	Buy	109,373 +18,672	+21%	+$1.15M	2.06%	15
2025 Q1	$5.57M	Buy	90,701 +21,488	+31%	+$1.41M	1.74%	15
2024 Q4	$4.52M	Buy	69,213 +21,196	+44%	+$1.42M	1.45%	19
2024 Q3	$3.09M	Buy	48,017 +27,013	+129%	+$1.65M	0.98%	26
2024 Q2	$1.25M	Buy	+21,004	New	+$1.26M	0.43%	42

Other funds holding AVMV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Prosperity Planning's AVMV Position: Q2 2026 in Review

Prosperity Planning increased its Avantis US Mid Cap Value ETF (AVMV) stake by 7.8% in Q2 2026, buying an estimated $894K and bringing the position to 157,113 shares worth $12.7M. The position accounts for 2.9% of the portfolio, ranked #11.

Prosperity Planning first reported a position in AVMV in Q2 2024 and has held it in 9 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

Prosperity Planning held 157,113 shares of Avantis US Mid Cap Value ETF worth $12.7M as of Q2 2026.
Prosperity Planning bought 11,395 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $894K.
Avantis US Mid Cap Value ETF made up 2.9% of Prosperity Planning's portfolio in Q2 2026, its #11 holding.
Prosperity Planning first reported a position in Avantis US Mid Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

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