Bedel Financial Consulting’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Bedel Financial Consulting’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	$314K	Buy	+3,909	New	+$303K	0.03%	237

Other funds holding AVMC

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

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 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

Networth Advisors Canonsburg, Pennsylvania $172M AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Bedel Financial Consulting's AVMC Position: Q2 2026 in Review

Bedel Financial Consulting opened a new position in Avantis US Mid Cap Equity ETF (AVMC) in Q2 2026: 3,909 shares worth $314K. The stake represents 0.03% of the portfolio and ranks #237 among its holdings.

79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

Bedel Financial Consulting held 3,909 shares of Avantis US Mid Cap Equity ETF worth $314K as of Q2 2026.
Avantis US Mid Cap Equity ETF was a new Bedel Financial Consulting position in Q2 2026.
Avantis US Mid Cap Equity ETF made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #237 holding.
79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.