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Arlington Financial Advisors’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Arlington Financial Advisors’s Portfolio AVMC Stock Details AVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,008
Closed -$212K – 97
2025
Q4 		$212K Buy
3,008
+5
+0.2% +$349 0.03% 103
2025
Q3 		$209K Sell
3,003
-32
-1% -$2.19K 0.03% 107
2025
Q2 		$201K Sell
3,035
-16,490
-84% -$1.03M 0.03% 85
2025
Q1 		$1.21M Sell
19,525
-276
-1% -$18.1K 0.21% 57
2024
Q4 		$1.29M Sell
19,801
-675
-3% -$44.9K 0.26% 49
2024
Q3 		$1.32M Buy
20,476
+1,043
+5% +$63.8K 0.27% 44
2024
Q2 		$1.15M Buy
19,433
+1,166
+6% +$69.8K 0.25% 45
2024
Q1 		$1.14M Buy
+18,267
New +$1.05M 0.25% 45

Other funds holding AVMC

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $350M AUM 39.2% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $141M AUM
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $616M AUM 18.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arlington Financial Advisors's AVMC Position: Q1 2026 in Review

Arlington Financial Advisors sold out of Avantis US Mid Cap Equity ETF (AVMC) in Q1 2026, closing a stake of 3,008 shares — an estimated $212K sold.

Arlington Financial Advisors first reported a position in AVMC in Q1 2024 and held it in 8 quarters. The position peaked at $1.32M in Q3 2024. 64 funds tracked by Wall St. Rank hold AVMC as of Q1 2026.

  • Arlington Financial Advisors reported no remaining Avantis US Mid Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Arlington Financial Advisors sold 3,008 Avantis US Mid Cap Equity ETF shares in Q1 2026, an estimated $212K.
  • Arlington Financial Advisors first reported a position in Avantis US Mid Cap Equity ETF in Q1 2024 and held it in 8 quarters.
  • Arlington Financial Advisors's Avantis US Mid Cap Equity ETF position peaked at $1.32M in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q1 2026.

Based on Arlington Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.