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 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

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Armbruster Capital Management's AVLC Position: Q2 2026 in Review

Armbruster Capital Management reduced its Avantis US Large Cap Equity ETF (AVLC) stake by 23% in Q2 2026, selling an estimated $414K and leaving 16,200 shares worth $1.46M. The position accounts for 0.22% of the portfolio, ranked #48.

Armbruster Capital Management first reported a position in AVLC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.65M in Q4 2025. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

Armbruster Capital Management held 16,200 shares of Avantis US Large Cap Equity ETF worth $1.46M as of Q2 2026.
Armbruster Capital Management sold 4,800 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $414K.
Avantis US Large Cap Equity ETF made up 0.22% of Armbruster Capital Management's portfolio in Q2 2026, its #48 holding.
Armbruster Capital Management first reported a position in Avantis US Large Cap Equity ETF in Q3 2024 and has held it in 8 quarters since.
Armbruster Capital Management's Avantis US Large Cap Equity ETF position peaked at $1.65M in Q4 2025.
115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.