Avantis U.S. Mid Cap Equity ETF

Corient Private Wealth LP Buys Shares of 89,404 Avantis U.S. Mid Cap Equity ETF $AVMC

Corient Private Wealth LP purchased a new stake in shares of Avantis U.S. Mid Cap Equity ETF (NYSEARCA:AVMC) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 89,404 shares of the company's stock, valued at approximately $7,175,000. Corient Private Wealth

Ameritas Advisory Services LLC Invests $721,000 in Avantis U.S. Mid Cap Equity ETF $AVMC

Ameritas Advisory Services LLC bought a new position in Avantis U.S. Mid Cap Equity ETF (NYSEARCA:AVMC) during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 8,989 shares of the company's stock, valued at approximately $721,000. Ameritas Advisory Services LLC owned

CGN Advisors LLC Lowers Position in Avantis U.S. Mid Cap Equity ETF $AVMC

CFS Investment Advisory Services LLC Increases Stock Holdings in Avantis U.S. Mid Cap Equity ETF $AVMC

CFS Investment Advisory Services LLC raised its stake in shares of Avantis U.S. Mid Cap Equity ETF (NYSEARCA:AVMC) by 234.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,173 shares of the company's stock after purchasing an

Avantis U.S. Mid Cap Equity ETF $AVMC is Elwood & Goetz Wealth Advisory Group LLC’s 6th Largest Position

1 Fund to Consider Given the Strong Start for Midcaps

Midcaps, especially those with a growth factor skew, are having a strong 2025 so far. Given this, investors may want to consider tilting towards exposure to midcap equities.

AVMC: Balanced Mid-Cap Blend ETF With Quality And Value Tilts

AVMC is led by five portfolio managers at Avantis Investors. Their investment objective is to outperform a benchmark like the Russell MidCap Index by emphasizing quality and value. Maintaining adequate diversification is also crucial. With 500+ securities and only about 7% allocated to the top ten, AVMC is designed to replace popular core funds like IWR and IJH. I have AVMC ranked #18/52 overall in the mid-cap blend category for February, primarily due to its solid quality features and attractive value ratios like its 16.99x forward P/E.

Prediction: These 2 Overlooked ETFs Will Beat the S&P 500 Over the Next 10 Years

The S&P 500 has had an incredible run over the last two years. From the start of 2023 through the end of 2024, the benchmark stock index produced a total return of 58%.