Vestment Financial’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Vestment Financial’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	$4.46M	Buy	57,083 +1,896	+3%	+$148K	2%	13
2026 Q1	$4.36M	Buy	55,187 +3,462	+7%	+$262K	2.05%	14
2025 Q4	$3.77M	Buy	51,725 +3,160	+7%	+$218K	1.96%	14
2025 Q3	$3.29M	Buy	48,565 +3,175	+7%	+$206K	1.88%	14
2025 Q2	$2.84M	Buy	45,390 +2,032	+5%	+$120K	1.8%	17
2025 Q1	$2.46M	Buy	43,358 +3,643	+9%	+$201K	1.77%	16
2024 Q4	$2.07M	Buy	+39,715	New	+$2.14M	1.58%	16

Other funds holding AVIV

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

FFG

Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Vestment Financial's AVIV Position: Q2 2026 in Review

Vestment Financial increased its Avantis International Large Cap Value ETF (AVIV) stake by 3.4% in Q2 2026, buying an estimated $148K and bringing the position to 57,083 shares worth $4.46M. The position accounts for 2% of the portfolio, ranked #13.

Vestment Financial first reported a position in AVIV in Q4 2024 and has held it in 7 quarters since. 91 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

Vestment Financial held 57,083 shares of Avantis International Large Cap Value ETF worth $4.46M as of Q2 2026.
Vestment Financial bought 1,896 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $148K.
Avantis International Large Cap Value ETF made up 2% of Vestment Financial's portfolio in Q2 2026, its #13 holding.
Vestment Financial first reported a position in Avantis International Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
91 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Vestment Financial's 13F filing for Q2 2026, filed 24 Jul 2026.