Herold Advisors’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Herold Advisors’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 Q1	$7.02M	Buy	90,586 +13,243	+17%	+$1.06M	1.54%	15
2025 Q4	$6.08M	Buy	77,343 +12,688	+20%	+$984K	1.36%	16
2025 Q3	$4.95M	Buy	64,655 +6,822	+12%	+$503K	1.15%	19
2025 Q2	$4.11M	Buy	57,833 +7,716	+15%	+$506K	0.86%	26
2025 Q1	$3.22M	Buy	50,117 +16,108	+47%	+$1.09M	0.71%	32
2024 Q4	$2.3M	Buy	34,009 +18,285	+116%	+$1.25M	0.5%	54
2024 Q3	$1.04M	Buy	15,724 +12,520	+391%	+$797K	0.23%	125
2024 Q2	$201K	Buy	+3,204	New	+$196K	0.05%	253

Other funds holding AVLC

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

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cypress Point Wealth Management Dallas, Texas $464M AUM 47.68% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return