GVAG
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Great Valley Advisor Group’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Great Valley Advisor Group’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 		$358K Buy
3,982
+9
+0.2% +$777 0.01% 813
2026
Q1 		$308K Buy
3,973
+5
+0.1% +$401 0.01% 815
2025
Q4 		$312K Buy
+3,968
New +$308K 0.01% 771

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GC
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
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Great Valley Advisor Group's AVLC Position: Q2 2026 in Review

Great Valley Advisor Group increased its Avantis US Large Cap Equity ETF (AVLC) stake by 0.23% in Q2 2026, buying an estimated $777 and bringing the position to 3,982 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #813.

Great Valley Advisor Group first reported a position in AVLC in Q4 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Great Valley Advisor Group held 3,982 shares of Avantis US Large Cap Equity ETF worth $358K as of Q2 2026.
  • Great Valley Advisor Group bought 9 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $777.
  • Avantis US Large Cap Equity ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #813 holding.
  • Great Valley Advisor Group first reported a position in Avantis US Large Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.