Morgan Stanley
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Morgan Stanley’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Morgan Stanley’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 		$10.2M Buy
126,988
+125,930
+11,903% +$9.76M ﹤0.01% 3670
2026
Q1 		$76.4K Buy
+1,058
New +$78.2K ﹤0.01% 6263

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

Morgan Stanley's AVMC Position: Q2 2026 in Review

Morgan Stanley increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 11,903% in Q2 2026, buying an estimated $9.76M and bringing the position to 126,988 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3670.

Morgan Stanley first reported a position in AVMC in Q1 2026 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Morgan Stanley held 126,988 shares of Avantis US Mid Cap Equity ETF worth $10.2M as of Q2 2026.
  • Morgan Stanley bought 125,930 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $9.76M.
  • Avantis US Mid Cap Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3670 holding.
  • Morgan Stanley first reported a position in Avantis US Mid Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.