BDWCC
AVMC icon

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
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

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

B&D White Capital Company's AVMC Position: Q1 2026 in Review

B&D White Capital Company increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 39% in Q1 2026, buying an estimated $179K and bringing the position to 8,588 shares worth $620K. The position accounts for 0.08% of the portfolio, ranked #56.

B&D White Capital Company first reported a position in AVMC in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold AVMC as of Q1 2026.

  • B&D White Capital Company held 8,588 shares of Avantis US Mid Cap Equity ETF worth $620K as of Q1 2026.
  • B&D White Capital Company bought 2,419 Avantis US Mid Cap Equity ETF shares in Q1 2026, an estimated $179K.
  • Avantis US Mid Cap Equity ETF made up 0.08% of B&D White Capital Company's portfolio in Q1 2026, its #56 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 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.