JCM
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Jacobi Capital Management’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Jacobi Capital Management’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 		$1.37M Buy
17,115
+710
+4% +$55K 0.07% 256
2026
Q1 		$1.19M Buy
16,405
+3,756
+30% +$278K 0.07% 268
2025
Q4 		$893K Sell
12,649
-340
-3% -$23.7K 0.05% 295
2025
Q3 		$904K Buy
12,989
+2,465
+23% +$168K 0.06% 289
2025
Q2 		$697K Buy
10,524
+2,584
+33% +$161K 0.05% 316
2025
Q1 		$492K Buy
+7,940
New +$520K 0.04% 359

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

Jacobi Capital Management's AVMC Position: Q2 2026 in Review

Jacobi Capital Management increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 4.3% in Q2 2026, buying an estimated $55K and bringing the position to 17,115 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #256.

Jacobi Capital Management first reported a position in AVMC in Q1 2025 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Jacobi Capital Management held 17,115 shares of Avantis US Mid Cap Equity ETF worth $1.37M as of Q2 2026.
  • Jacobi Capital Management bought 710 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $55K.
  • Avantis US Mid Cap Equity ETF made up 0.07% of Jacobi Capital Management's portfolio in Q2 2026, its #256 holding.
  • Jacobi Capital Management first reported a position in Avantis US Mid Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.