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Plancorp LLC’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Plancorp LLC’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 		$1.44M Buy
18,101
+1,730
+11% +$134K 0.04% 169
2026
Q1 		$1.22M Buy
16,371
+1,700
+12% +$126K 0.03% 145
2025
Q4 		$1.04M Buy
14,671
+500
+4% +$34.9K 0.03% 152
2025
Q3 		$986K Hold
14,171
– – 0.03% 158
2025
Q2 		$938K Buy
14,171
+1,200
+9% +$74.9K 0.03% 156
2025
Q1 		$804K Hold
12,971
– – 0.03% 161
2024
Q4 		$843K Hold
12,971
– – 0.03% 143
2024
Q3 		$834K Buy
12,971
+4,376
+51% +$268K 0.03% 147
2024
Q2 		$510K Buy
8,595
+1,150
+15% +$68.9K 0.02% 180
2024
Q1 		$463K Buy
+7,445
New +$429K 0.02% 190

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

Plancorp LLC's AVMC Position: Q2 2026 in Review

Plancorp LLC increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 11% in Q2 2026, buying an estimated $134K and bringing the position to 18,101 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #169.

Plancorp LLC first reported a position in AVMC in Q1 2024 and has held it in 10 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Plancorp LLC held 18,101 shares of Avantis US Mid Cap Equity ETF worth $1.44M as of Q2 2026.
  • Plancorp LLC bought 1,730 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $134K.
  • Avantis US Mid Cap Equity ETF made up 0.04% of Plancorp LLC's portfolio in Q2 2026, its #169 holding.
  • Plancorp LLC first reported a position in Avantis US Mid Cap Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.