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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

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
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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 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. 19 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.
  • 19 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.