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Visionary Wealth Advisors’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Visionary Wealth 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
Q1 		$9.41M Sell
121,283
-5,708
-4% -$457K 0.42% 69
2025
Q4 		$9.98M Buy
126,991
+2,733
+2% +$212K 0.45% 61
2025
Q3 		$9.51M Buy
124,258
+6,475
+5% +$478K 0.44% 60
2025
Q2 		$8.37M Buy
117,783
+68,816
+141% +$4.52M 0.43% 62
2025
Q1 		$3.14M Buy
48,967
+10,442
+27% +$709K 0.19% 129
2024
Q4 		$2.6M Buy
38,525
+27,419
+247% +$1.87M 0.15% 144
2024
Q3 		$733K Buy
+11,106
New +$707K 0.04% 293

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 $2.07B AUM 13.46% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Visionary Wealth Advisors's AVLC Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Avantis US Large Cap Equity ETF (AVLC) stake by 4.5% in Q1 2026, selling an estimated $457K and leaving 121,283 shares worth $9.41M. The position accounts for 0.42% of the portfolio, ranked #69.

Visionary Wealth Advisors first reported a position in AVLC in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.98M in Q4 2025. 89 funds tracked by Wall St. Rank hold AVLC as of Q1 2026.

  • Visionary Wealth Advisors held 121,283 shares of Avantis US Large Cap Equity ETF worth $9.41M as of Q1 2026.
  • Visionary Wealth Advisors sold 5,708 Avantis US Large Cap Equity ETF shares in Q1 2026, an estimated $457K.
  • Avantis US Large Cap Equity ETF made up 0.42% of Visionary Wealth Advisors's portfolio in Q1 2026, its #69 holding.
  • Visionary Wealth Advisors first reported a position in Avantis US Large Cap Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • Visionary Wealth Advisors's Avantis US Large Cap Equity ETF position peaked at $9.98M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.