TWP
AVIV icon

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

Total Wealth 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
2025
Q4 		$464K Sell
6,521
-48,952
-88% -$3.38M 0.99% 25
2025
Q3 		$3.74M Sell
55,473
-1,262
-2% -$81.7K 0.43% 38
2025
Q2 		$3.53M Sell
56,735
-1,378
-2% -$81.7K 0.45% 36
2025
Q1 		$3.29M Sell
58,113
-4,168
-7% -$230K 0.5% 31
2024
Q4 		$3.23M Sell
62,281
-1,669
-3% -$89.8K 0.5% 35
2024
Q3 		$3.59M Sell
63,950
-2,370
-4% -$128K 0.56% 32
2024
Q2 		$3.61M Sell
66,320
-4,285
-6% -$231K 0.59% 31
2024
Q1 		$3.82M Sell
70,605
-1,978
-3% -$102K 0.66% 30
2023
Q4 		$3.74M Sell
72,583
-2,116
-3% -$103K 0.68% 31
2023
Q3 		$3.6M Sell
74,699
-137
-0.2% -$6.72K 0.73% 32
2023
Q2 		$3.64M Sell
74,836
-151
-0.2% -$7.34K 0.76% 32
2023
Q1 		$3.61M Buy
74,987
+274
+0.4% +$13.1K 0.8% 32
2022
Q4 		$3.37M Buy
74,713
+66,545
+815% +$2.87M 0.84% 31
2022
Q3 		$310K Buy
+8,168
New +$343K 0.09% 67

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $202M AUM 16.52% 1-Year Est. Return

Total Wealth Planning's AVIV Position: Q4 2025 in Review

Total Wealth Planning reduced its Avantis International Large Cap Value ETF (AVIV) stake by 88% in Q4 2025, selling an estimated $3.38M and leaving 6,521 shares worth $464K. The position accounts for 0.99% of the portfolio, ranked #25.

Total Wealth Planning first reported a position in AVIV in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.82M in Q1 2024. 169 funds tracked by Wall St. Rank hold AVIV as of Q4 2025.

  • Total Wealth Planning held 6,521 shares of Avantis International Large Cap Value ETF worth $464K as of Q4 2025.
  • Total Wealth Planning sold 48,952 Avantis International Large Cap Value ETF shares in Q4 2025, an estimated $3.38M.
  • Avantis International Large Cap Value ETF made up 0.99% of Total Wealth Planning's portfolio in Q4 2025, its #25 holding.
  • Total Wealth Planning first reported a position in Avantis International Large Cap Value ETF in Q3 2022 and has held it in 14 quarters since.
  • Total Wealth Planning's Avantis International Large Cap Value ETF position peaked at $3.82M in Q1 2024.
  • 169 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.