Armbruster Capital Management’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Armbruster Capital Management’s Portfolio AVLC Stock Details AVLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.43M	Sell	15,850 -350	-2%	-$31.7K	0.21%	53
2026 Q2	$1.46M	Sell	16,200 -4,800	-23%	-$414K	0.22%	48
2026 Q1	$1.63M	Hold	21,000	–	–	0.27%	47
2025 Q4	$1.65M	Hold	21,000	–	–	0.28%	45
2025 Q3	$1.61M	Hold	21,000	–	–	0.27%	47
2025 Q2	$1.49M	Buy	21,000 +8,925	+74%	+$586K	0.27%	47
2025 Q1	$775K	Buy	12,075 +4,550	+60%	+$309K	0.15%	63
2024 Q4	$508K	Hold	7,525	–	–	0.1%	83
2024 Q3	$497K	Buy	+7,525	New	+$479K	0.1%	88

Other funds holding AVLC

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return

Western Reserve Capital Management Hudson, Ohio $141M AUM 17.32% 1-Year Est. Return

Armbruster Capital Management's AVLC Position: Q3 2026 in Review

Armbruster Capital Management reduced its Avantis US Large Cap Equity ETF (AVLC) stake by 2.2% in Q3 2026, selling an estimated $31.7K and leaving 15,850 shares worth $1.43M. The position accounts for 0.21% of the portfolio, ranked #53.

Armbruster Capital Management first reported a position in AVLC in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.65M in Q4 2025. 29 funds tracked by Wall St. Rank hold AVLC as of Q3 2026.

Armbruster Capital Management held 15,850 shares of Avantis US Large Cap Equity ETF worth $1.43M as of Q3 2026.
Armbruster Capital Management sold 350 Avantis US Large Cap Equity ETF shares in Q3 2026, an estimated $31.7K.
Avantis US Large Cap Equity ETF made up 0.21% of Armbruster Capital Management's portfolio in Q3 2026, its #53 holding.
Armbruster Capital Management first reported a position in Avantis US Large Cap Equity ETF in Q3 2024 and has held it in 9 quarters since.
Armbruster Capital Management's Avantis US Large Cap Equity ETF position peaked at $1.65M in Q4 2025.
29 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2026.

Based on Armbruster Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.