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Wealth Management Partners’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Wealth Management Partners’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 		$17.5M Buy
218,287
+1,130
+0.5% +$87.5K 4.12% 4
2026
Q1 		$15.7M Buy
217,157
+14,579
+7% +$1.08M 4.48% 5
2025
Q4 		$14.3M Buy
202,578
+192,575
+1,925% +$13.4M 4.09% 5
2025
Q3 		$696K Buy
10,003
+6,817
+214% +$466K 0.22% 79
2025
Q2 		$213K Buy
+3,186
New +$199K 0.08% 130

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

Wealth Management Partners's AVMC Position: Q2 2026 in Review

Wealth Management Partners increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 0.52% in Q2 2026, buying an estimated $87.5K and bringing the position to 218,287 shares worth $17.5M. The position accounts for 4.12% of the portfolio, ranked #4.

Wealth Management Partners first reported a position in AVMC in Q2 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Wealth Management Partners held 218,287 shares of Avantis US Mid Cap Equity ETF worth $17.5M as of Q2 2026.
  • Wealth Management Partners bought 1,130 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $87.5K.
  • Avantis US Mid Cap Equity ETF made up 4.12% of Wealth Management Partners's portfolio in Q2 2026, its #4 holding.
  • Wealth Management Partners first reported a position in Avantis US Mid Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.