HA
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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
Q2 		$9.78M Buy
108,644
+18,058
+20% +$1.56M 1.93% 7
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

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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Herold Advisors's AVLC Position: Q2 2026 in Review

Herold Advisors increased its Avantis US Large Cap Equity ETF (AVLC) stake by 20% in Q2 2026, buying an estimated $1.56M and bringing the position to 108,644 shares worth $9.78M. The position accounts for 1.93% of the portfolio, ranked #7.

Herold Advisors first reported a position in AVLC in Q2 2024 and has held it in 9 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Herold Advisors held 108,644 shares of Avantis US Large Cap Equity ETF worth $9.78M as of Q2 2026.
  • Herold Advisors bought 18,058 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $1.56M.
  • Avantis US Large Cap Equity ETF made up 1.93% of Herold Advisors's portfolio in Q2 2026, its #7 holding.
  • Herold Advisors first reported a position in Avantis US Large Cap Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.