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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$718K Sell
9,216
-414
-4% -$33.5K 0.02% 485
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

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

Wedmont Private Capital reduced its Avantis US Mid Cap Value ETF (AVMV) stake by 4.3% in Q3 2026, selling an estimated $33.5K and leaving 9,216 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #485.

Wedmont Private Capital first reported a position in AVMV in Q1 2025 and has held it in 7 quarters since. The position peaked at $776K in Q2 2026. 6 funds tracked by Wall St. Rank hold AVMV as of Q3 2026.

  • Wedmont Private Capital held 9,216 shares of Avantis US Mid Cap Value ETF worth $718K as of Q3 2026.
  • Wedmont Private Capital sold 414 Avantis US Mid Cap Value ETF shares in Q3 2026, an estimated $33.5K.
  • Avantis US Mid Cap Value ETF made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #485 holding.
  • Wedmont Private Capital first reported a position in Avantis US Mid Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
  • Wedmont Private Capital's Avantis US Mid Cap Value ETF position peaked at $776K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q3 2026.

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