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
Q3 		$10.5M Buy
116,804
+8,160
+8% +$740K 2.06% 8
2026
Q2 		$9.8M 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

Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BFG
Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
WRCM
Western Reserve Capital Management Hudson, Ohio $141M AUM 17.32% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Herold Advisors's AVLC Position: Q3 2026 in Review

Herold Advisors increased its Avantis US Large Cap Equity ETF (AVLC) stake by 7.5% in Q3 2026, buying an estimated $740K and bringing the position to 116,804 shares worth $10.5M. The position accounts for 2.06% of the portfolio, ranked #8.

Herold Advisors first reported a position in AVLC in Q2 2024 and has held it in 10 quarters since. 25 funds tracked by Wall St. Rank hold AVLC as of Q3 2026.

  • Herold Advisors held 116,804 shares of Avantis US Large Cap Equity ETF worth $10.5M as of Q3 2026.
  • Herold Advisors bought 8,160 Avantis US Large Cap Equity ETF shares in Q3 2026, an estimated $740K.
  • Avantis US Large Cap Equity ETF made up 2.06% of Herold Advisors's portfolio in Q3 2026, its #8 holding.
  • Herold Advisors first reported a position in Avantis US Large Cap Equity ETF in Q2 2024 and has held it in 10 quarters since.
  • 25 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.