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

B&D White Capital Company’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
Q2 		$7.81M Sell
96,924
-13,564
-12% -$1.06M 0.78% 36
2026
Q1 		$8.2M Buy
110,488
+88,933
+413% +$6.67M 1.01% 27
2025
Q4 		$1.53M Buy
+21,555
New +$1.5M 0.18% 51

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

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

B&D White Capital Company reduced its Avantis US Mid Cap Value ETF (AVMV) stake by 12% in Q2 2026, selling an estimated $1.06M and leaving 96,924 shares worth $7.81M. The position accounts for 0.78% of the portfolio, ranked #36.

B&D White Capital Company first reported a position in AVMV in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.2M in Q1 2026. 49 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • B&D White Capital Company held 96,924 shares of Avantis US Mid Cap Value ETF worth $7.81M as of Q2 2026.
  • B&D White Capital Company sold 13,564 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $1.06M.
  • Avantis US Mid Cap Value ETF made up 0.78% of B&D White Capital Company's portfolio in Q2 2026, its #36 holding.
  • B&D White Capital Company first reported a position in Avantis US Mid Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • B&D White Capital Company's Avantis US Mid Cap Value ETF position peaked at $8.2M in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

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