VAQUERO PRIVATE WEALTH, LTD’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

VAQUERO PRIVATE WEALTH, LTD’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	$752K	Buy	+8,361	New	+$722K	0.15%	90

Other funds holding AVLC

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

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

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

VAQUERO PRIVATE WEALTH, LTD's AVLC Position: Q2 2026 in Review

VAQUERO PRIVATE WEALTH, LTD opened a new position in Avantis US Large Cap Equity ETF (AVLC) in Q2 2026: 8,361 shares worth $752K. The stake represents 0.15% of the portfolio and ranks #90 among its holdings.

24 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

VAQUERO PRIVATE WEALTH, LTD held 8,361 shares of Avantis US Large Cap Equity ETF worth $752K as of Q2 2026.
Avantis US Large Cap Equity ETF was a new VAQUERO PRIVATE WEALTH, LTD position in Q2 2026.
Avantis US Large Cap Equity ETF made up 0.15% of VAQUERO PRIVATE WEALTH, LTD's portfolio in Q2 2026, its #90 holding.
24 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on VAQUERO PRIVATE WEALTH, LTD's 13F filing for Q2 2026, filed 17 Jul 2026.