Mendota Financial Group
AVLC icon

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
Q3 		$12.3M Buy
135,835
+26,986
+25% +$2.45M 7.6% 4
2026
Q2 		$9.8M 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

Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cypress Point Wealth Management
Cypress Point Wealth Management Dallas, Texas $945M AUM 10.4% 1-Year Est. Return
Ridgeline Wealth
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
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Mendota Financial Group's AVLC Position: Q3 2026 in Review

Mendota Financial Group increased its Avantis US Large Cap Equity ETF (AVLC) stake by 25% in Q3 2026, buying an estimated $2.45M and bringing the position to 135,835 shares worth $12.3M. The position accounts for 7.6% of the portfolio, ranked #4.

Mendota Financial Group first reported a position in AVLC in Q2 2025 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold AVLC as of Q3 2026.

  • Mendota Financial Group held 135,835 shares of Avantis US Large Cap Equity ETF worth $12.3M as of Q3 2026.
  • Mendota Financial Group bought 26,986 Avantis US Large Cap Equity ETF shares in Q3 2026, an estimated $2.45M.
  • Avantis US Large Cap Equity ETF made up 7.6% of Mendota Financial Group's portfolio in Q3 2026, its #4 holding.
  • Mendota Financial Group first reported a position in Avantis US Large Cap Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • 85 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2026.

Based on Mendota Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.