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Wedmont Private Capital’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Wedmont Private Capital’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 		$776K Buy
9,630
+415
+5% +$32.5K 0.02% 415
2026
Q1 		$701K Hold
9,215
– – 0.02% 394
2025
Q4 		$673K Buy
9,215
+31
+0.3% +$2.15K 0.02% 380
2025
Q3 		$632K Buy
9,184
+23
+0.3% +$1.56K 0.02% 387
2025
Q2 		$612K Buy
9,161
+1,819
+25% +$112K 0.03% 376
2025
Q1 		$417K Buy
+7,342
New +$480K 0.02% 429

Other funds holding AVMV

EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 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
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM

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

Wedmont Private Capital increased its Avantis US Mid Cap Value ETF (AVMV) stake by 4.5% in Q2 2026, buying an estimated $32.5K and bringing the position to 9,630 shares worth $776K. The position accounts for 0.02% of the portfolio, ranked #415.

Wedmont Private Capital first reported a position in AVMV in Q1 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Wedmont Private Capital held 9,630 shares of Avantis US Mid Cap Value ETF worth $776K as of Q2 2026.
  • Wedmont Private Capital bought 415 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $32.5K.
  • Avantis US Mid Cap Value ETF made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #415 holding.
  • Wedmont Private Capital first reported a position in Avantis US Mid Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 19 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

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