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Gradient Capital Advisors’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Gradient Capital 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 		$2.17M Buy
27,007
+4,231
+19% +$328K 0.5% 49
2026
Q1 		$1.65M Buy
22,776
+2,669
+13% +$197K 0.43% 54
2025
Q4 		$1.42M Buy
20,107
+4,684
+30% +$327K 0.37% 55
2025
Q3 		$1.07M Buy
15,423
+3,512
+29% +$240K 0.29% 65
2025
Q2 		$788K Buy
11,911
+3,317
+39% +$207K 0.23% 75
2025
Q1 		$533K Buy
8,594
+2,403
+39% +$157K 0.17% 89
2024
Q4 		$402K Buy
+6,191
New +$412K 0.13% 106

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

Gradient Capital Advisors's AVMC Position: Q2 2026 in Review

Gradient Capital Advisors increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 19% in Q2 2026, buying an estimated $328K and bringing the position to 27,007 shares worth $2.17M. The position accounts for 0.5% of the portfolio, ranked #49.

Gradient Capital Advisors first reported a position in AVMC in Q4 2024 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Gradient Capital Advisors held 27,007 shares of Avantis US Mid Cap Equity ETF worth $2.17M as of Q2 2026.
  • Gradient Capital Advisors bought 4,231 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $328K.
  • Avantis US Mid Cap Equity ETF made up 0.5% of Gradient Capital Advisors's portfolio in Q2 2026, its #49 holding.
  • Gradient Capital Advisors first reported a position in Avantis US Mid Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.