Mercer Global Advisors’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Mercer Global 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	$6.42M	Sell	71,391 -12,281	-15%	-$1.06M	0.01%	760
2026 Q1	$6.49M	Sell	83,672 -993	-1%	-$79.6K	0.01%	658
2025 Q4	$6.66M	Sell	84,665 -21,083	-20%	-$1.64M	0.01%	618
2025 Q3	$8.09M	Sell	105,748 -42,142	-28%	-$3.11M	0.01%	519
2025 Q2	$10.5M	Sell	147,890 -650,508	-81%	-$42.7M	0.02%	378
2025 Q1	$51.3M	Buy	798,398 +389,196	+95%	+$26.4M	0.12%	103
2024 Q4	$27.6M	Buy	+409,202	New	+$27.9M	0.07%	157

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors's AVLC Position: Q2 2026 in Review

Mercer Global Advisors reduced its Avantis US Large Cap Equity ETF (AVLC) stake by 15% in Q2 2026, selling an estimated $1.06M and leaving 71,391 shares worth $6.42M. The position accounts for 0.01% of the portfolio, ranked #760.

Mercer Global Advisors first reported a position in AVLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.3M in Q1 2025. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

Mercer Global Advisors held 71,391 shares of Avantis US Large Cap Equity ETF worth $6.42M as of Q2 2026.
Mercer Global Advisors sold 12,281 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $1.06M.
Avantis US Large Cap Equity ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #760 holding.
Mercer Global Advisors first reported a position in Avantis US Large Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
Mercer Global Advisors's Avantis US Large Cap Equity ETF position peaked at $51.3M in Q1 2025.
115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.