World Equity Group
AVMV icon

World Equity Group’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

World Equity Group’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
Q3 		$445K Sell
5,836
-11,442
-66% -$925K 0.18% 121
2026
Q2 		$1.39M Buy
+17,278
New +$1.35M 0.31% 71

Other funds holding AVMV

Enzi Wealth
Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Triangle Securities Wealth Management
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

World Equity Group's AVMV Position: Q3 2026 in Review

World Equity Group reduced its Avantis US Mid Cap Value ETF (AVMV) stake by 66% in Q3 2026, selling an estimated $925K and leaving 5,836 shares worth $445K. The position accounts for 0.18% of the portfolio, ranked #121.

World Equity Group first reported a position in AVMV in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.39M in Q2 2026. 35 funds tracked by Wall St. Rank hold AVMV as of Q3 2026.

  • World Equity Group held 5,836 shares of Avantis US Mid Cap Value ETF worth $445K as of Q3 2026.
  • World Equity Group sold 11,442 Avantis US Mid Cap Value ETF shares in Q3 2026, an estimated $925K.
  • Avantis US Mid Cap Value ETF made up 0.18% of World Equity Group's portfolio in Q3 2026, its #121 holding.
  • World Equity Group first reported a position in Avantis US Mid Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • World Equity Group's Avantis US Mid Cap Value ETF position peaked at $1.39M in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.