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B&D White Capital Company’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

B&D White Capital Company’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
Q2 		$494K Sell
6,155
-2,433
-28% -$188K 0.05% 76
2026
Q1 		$620K Buy
8,588
+2,419
+39% +$179K 0.08% 56
2025
Q4 		$436K Buy
+6,169
New +$431K 0.05% 63

Other funds holding AVMC

EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

B&D White Capital Company's AVMC Position: Q2 2026 in Review

B&D White Capital Company reduced its Avantis US Mid Cap Equity ETF (AVMC) stake by 28% in Q2 2026, selling an estimated $188K and leaving 6,155 shares worth $494K. The position accounts for 0.05% of the portfolio, ranked #76.

B&D White Capital Company first reported a position in AVMC in Q4 2025 and has held it in 3 quarters since. The position peaked at $620K in Q1 2026. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • B&D White Capital Company held 6,155 shares of Avantis US Mid Cap Equity ETF worth $494K as of Q2 2026.
  • B&D White Capital Company sold 2,433 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $188K.
  • Avantis US Mid Cap Equity ETF made up 0.05% of B&D White Capital Company's portfolio in Q2 2026, its #76 holding.
  • B&D White Capital Company first reported a position in Avantis US Mid Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • B&D White Capital Company's Avantis US Mid Cap Equity ETF position peaked at $620K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.