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 Q3	$13.1M	Buy	172,244 +15,131	+10%	+$1.22M	2.92%	11
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

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

FNBSF

First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Planning's AVMV Position: Q3 2026 in Review

Prosperity Planning increased its Avantis US Mid Cap Value ETF (AVMV) stake by 9.6% in Q3 2026, buying an estimated $1.22M and bringing the position to 172,244 shares worth $13.1M. The position accounts for 2.92% of the portfolio, ranked #11.

Prosperity Planning first reported a position in AVMV in Q2 2024 and has held it in 10 quarters since. 29 funds tracked by Wall St. Rank hold AVMV as of Q3 2026.

Prosperity Planning held 172,244 shares of Avantis US Mid Cap Value ETF worth $13.1M as of Q3 2026.
Prosperity Planning bought 15,131 Avantis US Mid Cap Value ETF shares in Q3 2026, an estimated $1.22M.
Avantis US Mid Cap Value ETF made up 2.92% of Prosperity Planning's portfolio in Q3 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 10 quarters since.
29 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.