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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 $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

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.