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Berger Financial Group’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Berger Financial Group’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 		$21.6M Buy
269,524
+25,332
+10% +$1.96M 1.1% 19
2026
Q1 		$17.6M Buy
244,192
+13,953
+6% +$1.03M 0.99% 19
2025
Q4 		$16.3M Buy
230,239
+9,353
+4% +$653K 0.94% 25
2025
Q3 		$15.4M Buy
220,886
+1,779
+0.8% +$122K 0.92% 25
2025
Q2 		$14.5M Buy
219,107
+7,521
+4% +$469K 0.94% 23
2025
Q1 		$13.1M Buy
211,586
+25,412
+14% +$1.66M 0.91% 24
2024
Q4 		$12.1M Buy
186,174
+17,318
+10% +$1.15M 0.83% 29
2024
Q3 		$10.9M Buy
+168,856
New +$10.3M 0.78% 30

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
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Berger Financial Group's AVMC Position: Q2 2026 in Review

Berger Financial Group increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 10% in Q2 2026, buying an estimated $1.96M and bringing the position to 269,524 shares worth $21.6M. The position accounts for 1.1% of the portfolio, ranked #19.

Berger Financial Group first reported a position in AVMC in Q3 2024 and has held it in 8 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Berger Financial Group held 269,524 shares of Avantis US Mid Cap Equity ETF worth $21.6M as of Q2 2026.
  • Berger Financial Group bought 25,332 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $1.96M.
  • Avantis US Mid Cap Equity ETF made up 1.1% of Berger Financial Group's portfolio in Q2 2026, its #19 holding.
  • Berger Financial Group first reported a position in Avantis US Mid Cap Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.