MFG
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Mendota Financial Group’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Mendota Financial Group’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 		$9.79M Buy
108,849
+16,224
+18% +$1.4M 6.07% 6
2026
Q1 		$7.18M Buy
92,625
+18,743
+25% +$1.5M 5.32% 9
2025
Q4 		$5.81M Buy
73,882
+38,002
+106% +$2.95M 4.23% 10
2025
Q3 		$2.75M Buy
35,880
+14,742
+70% +$1.09M 2.05% 13
2025
Q2 		$1.5M Buy
+21,138
New +$1.39M 1.42% 14

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

Mendota Financial Group's AVLC Position: Q2 2026 in Review

Mendota Financial Group increased its Avantis US Large Cap Equity ETF (AVLC) stake by 18% in Q2 2026, buying an estimated $1.4M and bringing the position to 108,849 shares worth $9.79M. The position accounts for 6.07% of the portfolio, ranked #6.

Mendota Financial Group first reported a position in AVLC in Q2 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Mendota Financial Group held 108,849 shares of Avantis US Large Cap Equity ETF worth $9.79M as of Q2 2026.
  • Mendota Financial Group bought 16,224 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $1.4M.
  • Avantis US Large Cap Equity ETF made up 6.07% of Mendota Financial Group's portfolio in Q2 2026, its #6 holding.
  • Mendota Financial Group first reported a position in Avantis US Large Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Mendota Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.