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Elwood & Goetz Wealth Advisory Group’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Elwood & Goetz Wealth Advisory 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 		$35.4M Buy
441,006
+21,433
+5% +$1.66M 5.24% 6
2026
Q1 		$30.3M Buy
419,573
+25,556
+6% +$1.89M 5.14% 6
2025
Q4 		$27.8M Buy
394,017
+48,573
+14% +$3.39M 4.89% 6
2025
Q3 		$24M Buy
345,444
+311,897
+930% +$21.3M 4.61% 6
2025
Q2 		$2.22M Buy
+33,547
New +$2.09M 0.48% 26

Other funds holding AVMC

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

Elwood & Goetz Wealth Advisory Group's AVMC Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 5.1% in Q2 2026, buying an estimated $1.66M and bringing the position to 441,006 shares worth $35.4M. The position accounts for 5.24% of the portfolio, ranked #6.

Elwood & Goetz Wealth Advisory Group first reported a position in AVMC in Q2 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 441,006 shares of Avantis US Mid Cap Equity ETF worth $35.4M as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 21,433 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $1.66M.
  • Avantis US Mid Cap Equity ETF made up 5.24% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #6 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Avantis US Mid Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.