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Wedmont Private Capital’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Wedmont Private Capital’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 		$5.1M Buy
64,838
+99
+0.2% +$8.04K 0.12% 102
2026
Q2 		$5.1M Buy
64,739
+23,817
+58% +$1.86M 0.14% 91
2026
Q1 		$3.21M Buy
40,922
+16
+0% +$1.21K 0.1% 111
2025
Q4 		$2.96M Buy
40,906
+237
+0.6% +$16.4K 0.1% 118
2025
Q3 		$2.76M Hold
40,669
– – 0.1% 116
2025
Q2 		$2.56M Buy
40,669
+13,093
+47% +$776K 0.11% 111
2025
Q1 		$1.5M Hold
27,576
– – 0.08% 157
2024
Q4 		$1.42M Sell
27,576
-225
-0.8% -$12.1K 0.08% 159
2024
Q3 		$1.54M Hold
27,801
– – 0.09% 138
2024
Q2 		$1.51M Buy
27,801
+6,476
+30% +$349K 0.1% 132
2024
Q1 		$1.16M Sell
21,325
-272
-1% -$14K 0.09% 159
2023
Q4 		$1.11M Buy
21,597
+64
+0.3% +$3.11K 0.09% 145
2023
Q3 		$1.02M Sell
21,533
-65
-0.3% -$3.19K 0.1% 122
2023
Q2 		$1.08M Buy
21,598
+138
+0.6% +$6.71K 0.12% 119
2023
Q1 		$1.04M Buy
21,460
+291
+1% +$13.9K 0.14% 108
2022
Q4 		$988K Buy
+21,169
New +$912K 0.15% 107

Other funds holding AVIV

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return

Wedmont Private Capital's AVIV Position: Q3 2026 in Review

Wedmont Private Capital increased its Avantis International Large Cap Value ETF (AVIV) stake by 0.15% in Q3 2026, buying an estimated $8.04K and bringing the position to 64,838 shares worth $5.1M. The position accounts for 0.12% of the portfolio, ranked #102.

Wedmont Private Capital first reported a position in AVIV in Q4 2022 and has held it in 16 quarters since. 11 funds tracked by Wall St. Rank hold AVIV as of Q3 2026.

  • Wedmont Private Capital held 64,838 shares of Avantis International Large Cap Value ETF worth $5.1M as of Q3 2026.
  • Wedmont Private Capital bought 99 Avantis International Large Cap Value ETF shares in Q3 2026, an estimated $8.04K.
  • Avantis International Large Cap Value ETF made up 0.12% of Wedmont Private Capital's portfolio in Q3 2026, its #102 holding.
  • Wedmont Private Capital first reported a position in Avantis International Large Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • 11 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.