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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
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 $1.87B AUM 24.22% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
KCA
Kilner Capital Advisors Gaithersburg, Maryland $117M AUM
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM

Wedmont Private Capital's AVIV Position: Q2 2026 in Review

Wedmont Private Capital increased its Avantis International Large Cap Value ETF (AVIV) stake by 58% in Q2 2026, buying an estimated $1.86M and bringing the position to 64,739 shares worth $5.1M. The position accounts for 0.14% of the portfolio, ranked #91.

Wedmont Private Capital first reported a position in AVIV in Q4 2022 and has held it in 15 quarters since. 31 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Wedmont Private Capital held 64,739 shares of Avantis International Large Cap Value ETF worth $5.1M as of Q2 2026.
  • Wedmont Private Capital bought 23,817 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $1.86M.
  • Avantis International Large Cap Value ETF made up 0.14% of Wedmont Private Capital's portfolio in Q2 2026, its #91 holding.
  • Wedmont Private Capital first reported a position in Avantis International Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 31 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.