Avantis U.S. Mid Cap Equity ETF $AVMC Stake Raised by Elwood & Goetz Wealth Advisory Group LLC

Elwood & Goetz Wealth Advisory Group LLC increased its holdings in Avantis U.S. Mid Cap Equity ETF (NYSEARCA:AVMC) by 14.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 394,017 shares of the company’s stock after buying an additional 48,573 shares during the quarter. Avantis U.S. Mid Cap Equity ETF comprises approximately 4.9% of Elwood & Goetz Wealth Advisory Group LLC’s investment portfolio, making the stock its 6th largest holding. Elwood & Goetz Wealth Advisory Group LLC owned 10.37% of Avantis U.S. Mid Cap Equity ETF worth $27,833,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the business. McIlrath & Eck LLC lifted its stake in Avantis U.S. Mid Cap Equity ETF by 3.7% during the 3rd quarter. McIlrath & Eck LLC now owns 711,152 shares of the company’s stock valued at $49,483,000 after acquiring an additional 25,241 shares during the period. Berger Financial Group Inc raised its holdings in shares of Avantis U.S. Mid Cap Equity ETF by 0.8% during the third quarter. Berger Financial Group Inc now owns 220,886 shares of the company’s stock worth $15,370,000 after purchasing an additional 1,779 shares during the last quarter. Wealth Management Partners LLC lifted its position in Avantis U.S. Mid Cap Equity ETF by 1,925.2% during the fourth quarter. Wealth Management Partners LLC now owns 202,578 shares of the company’s stock valued at $14,310,000 after purchasing an additional 192,575 shares during the period. CGN Advisors LLC lifted its position in Avantis U.S. Mid Cap Equity ETF by 3.1% during the third quarter. CGN Advisors LLC now owns 175,244 shares of the company’s stock valued at $12,194,000 after purchasing an additional 5,231 shares during the period. Finally, Tiller Private Wealth Inc. purchased a new stake in Avantis U.S. Mid Cap Equity ETF in the fourth quarter valued at $7,161,000. 0.13% of the stock is owned by hedge funds and other institutional investors.

Avantis U.S. Mid Cap Equity ETF Price Performance

Shares of AVMC opened at $72.76 on Monday. The business’s 50-day moving average is $74.01 and its two-hundred day moving average is $71.69. Avantis U.S. Mid Cap Equity ETF has a fifty-two week low of $53.29 and a fifty-two week high of $76.88.

Avantis U.S. Mid Cap Equity ETF Profile

The Avantis U.S. Mid Cap Equity ETF (AVMC) is an exchange-traded fund that mostly invests in mid cap equity. The fund seeks long-term capital appreciation through an actively managed portfolio of US mid-cap companies selected based on fundamental criteria. AVMC was launched on Nov 7, 2023 and is issued by American Century Investments.