OneDigital Investment Advisors’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

OneDigital Investment 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	$20.7M	Buy	229,862 +3,713	+2%	+$321K	0.17%	115
2026 Q1	$17.5M	Buy	226,149 +404	+0.2%	+$32.4K	0.17%	118
2025 Q4	$17.7M	Sell	225,745 -10,755	-5%	-$834K	0.17%	118
2025 Q3	$18.1M	Sell	236,500 -43,147	-15%	-$3.18M	0.19%	113
2025 Q2	$19.9M	Buy	+279,647	New	+$18.3M	0.22%	96

Other funds holding AVLC

ORL

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

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 22.9% 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

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

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

OneDigital Investment Advisors's AVLC Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Avantis US Large Cap Equity ETF (AVLC) stake by 1.6% in Q2 2026, buying an estimated $321K and bringing the position to 229,862 shares worth $20.7M. The position accounts for 0.17% of the portfolio, ranked #115.

OneDigital Investment Advisors 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.

OneDigital Investment Advisors held 229,862 shares of Avantis US Large Cap Equity ETF worth $20.7M as of Q2 2026.
OneDigital Investment Advisors bought 3,713 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $321K.
Avantis US Large Cap Equity ETF made up 0.17% of OneDigital Investment Advisors's portfolio in Q2 2026, its #115 holding.
OneDigital Investment Advisors 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 OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.