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 Q3	$4.47M	Sell	56,796 -287	-0.5%	-$23.3K	2%	14
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

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

Warren Street Wealth Advisors Newport Beach, California $510M AUM 20.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vestment Financial's AVIV Position: Q3 2026 in Review

Vestment Financial reduced its Avantis International Large Cap Value ETF (AVIV) stake by 0.5% in Q3 2026, selling an estimated $23.3K and leaving 56,796 shares worth $4.47M. The position accounts for 2% of the portfolio, ranked #14.

Vestment Financial first reported a position in AVIV in Q4 2024 and has held it in 8 quarters since. 129 funds tracked by Wall St. Rank hold AVIV as of Q3 2026.

Vestment Financial held 56,796 shares of Avantis International Large Cap Value ETF worth $4.47M as of Q3 2026.
Vestment Financial sold 287 Avantis International Large Cap Value ETF shares in Q3 2026, an estimated $23.3K.
Avantis International Large Cap Value ETF made up 2% of Vestment Financial's portfolio in Q3 2026, its #14 holding.
Vestment Financial first reported a position in Avantis International Large Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
129 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2026.

Based on Vestment Financial's 13F filing for Q3 2026, filed 13 Oct 2026.