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Waverly Advisors’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Waverly Advisors’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 		$624K Buy
+7,746
New +$607K ﹤0.01% 1069

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Waverly Advisors's AVMV Position: Q2 2026 in Review

Waverly Advisors opened a new position in Avantis US Mid Cap Value ETF (AVMV) in Q2 2026: 7,746 shares worth $624K. The stake represents ﹤0.01% of the portfolio and ranks #1069 among its holdings.

91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Waverly Advisors held 7,746 shares of Avantis US Mid Cap Value ETF worth $624K as of Q2 2026.
  • Avantis US Mid Cap Value ETF was a new Waverly Advisors position in Q2 2026.
  • Avantis US Mid Cap Value ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1069 holding.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.