EFP
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Envision Financial Planning’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Envision Financial Planning’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 		$11.5M Buy
143,101
+1,644
+1% +$127K 3.74% 13
2026
Q1 		$10.2M Buy
141,457
+3,524
+3% +$260K 3.7% 13
2025
Q4 		$9.74M Buy
137,933
+5,705
+4% +$398K 3.68% 13
2025
Q3 		$9.2M Buy
132,228
+8,177
+7% +$559K 3.9% 12
2025
Q2 		$8.21M Sell
124,051
-8,989
-7% -$561K 3.84% 12
2025
Q1 		$8.25M Buy
133,040
+38,752
+41% +$2.54M 4.2% 12
2024
Q4 		$6.13M Buy
94,288
+1,114
+1% +$74.1K 3.17% 12
2024
Q3 		$5.99M Buy
+93,174
New +$5.7M 3.15% 12

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

Envision Financial Planning's AVMC Position: Q2 2026 in Review

Envision Financial Planning increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 1.2% in Q2 2026, buying an estimated $127K and bringing the position to 143,101 shares worth $11.5M. The position accounts for 3.74% of the portfolio, ranked #13.

Envision Financial Planning 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.

  • Envision Financial Planning held 143,101 shares of Avantis US Mid Cap Equity ETF worth $11.5M as of Q2 2026.
  • Envision Financial Planning bought 1,644 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $127K.
  • Avantis US Mid Cap Equity ETF made up 3.74% of Envision Financial Planning's portfolio in Q2 2026, its #13 holding.
  • Envision Financial Planning 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 Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.