EIA
AVMC icon

Eldridge Investment Advisors’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Eldridge Investment Advisors’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 		$458K Sell
5,711
-827
-13% -$64.1K 0.09% 118
2026
Q1 		$472K Sell
6,538
-391
-6% -$28.9K 0.1% 112
2025
Q4 		$489K Buy
6,929
+476
+7% +$33.2K 0.11% 110
2025
Q3 		$449K Sell
6,453
-2,614
-29% -$179K 0.1% 117
2025
Q2 		$600K Buy
9,067
+2,243
+33% +$140K 0.13% 100
2025
Q1 		$423K Buy
+6,824
New +$447K 0.1% 118

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

Eldridge Investment Advisors's AVMC Position: Q2 2026 in Review

Eldridge Investment Advisors reduced its Avantis US Mid Cap Equity ETF (AVMC) stake by 13% in Q2 2026, selling an estimated $64.1K and leaving 5,711 shares worth $458K. The position accounts for 0.09% of the portfolio, ranked #118.

Eldridge Investment Advisors first reported a position in AVMC in Q1 2025 and has held it in 6 quarters since. The position peaked at $600K in Q2 2025. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Eldridge Investment Advisors held 5,711 shares of Avantis US Mid Cap Equity ETF worth $458K as of Q2 2026.
  • Eldridge Investment Advisors sold 827 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $64.1K.
  • Avantis US Mid Cap Equity ETF made up 0.09% of Eldridge Investment Advisors's portfolio in Q2 2026, its #118 holding.
  • Eldridge Investment Advisors first reported a position in Avantis US Mid Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • Eldridge Investment Advisors's Avantis US Mid Cap Equity ETF position peaked at $600K in Q2 2025.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.