Grimes & Company’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Grimes & Company’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	$44.4M	Buy	493,444 +49,480	+11%	+$4.27M	0.96%	21
2026 Q1	$34.4M	Buy	443,964 +53,116	+14%	+$4.26M	0.95%	19
2025 Q4	$30.7M	Buy	390,848 +63,790	+20%	+$4.95M	0.73%	27
2025 Q3	$25M	Buy	327,058 +98,298	+43%	+$7.25M	0.62%	30
2025 Q2	$16.3M	Buy	228,760 +84,946	+59%	+$5.57M	0.44%	51
2025 Q1	$9.23M	Buy	143,814 +75,802	+111%	+$5.15M	0.29%	82
2024 Q4	$4.59M	Buy	68,012 +58,438	+610%	+$3.99M	0.13%	105
2024 Q3	$632K	Buy	+9,574	New	+$609K	0.02%	216

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

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Grimes & Company's AVLC Position: Q2 2026 in Review

Grimes & Company increased its Avantis US Large Cap Equity ETF (AVLC) stake by 11% in Q2 2026, buying an estimated $4.27M and bringing the position to 493,444 shares worth $44.4M. The position accounts for 0.96% of the portfolio, ranked #21.

Grimes & Company first reported a position in AVLC in Q3 2024 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

Grimes & Company held 493,444 shares of Avantis US Large Cap Equity ETF worth $44.4M as of Q2 2026.
Grimes & Company bought 49,480 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $4.27M.
Avantis US Large Cap Equity ETF made up 0.96% of Grimes & Company's portfolio in Q2 2026, its #21 holding.
Grimes & Company first reported a position in Avantis US Large Cap Equity ETF in Q3 2024 and has held it in 8 quarters since.
115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.