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

WCG 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 Q2	$2.11M	Sell	23,461 -7,286	-24%	-$629K	0.05%	297
2026 Q1	$2.38M	Sell	30,747 -3,338	-10%	-$267K	0.07%	246
2025 Q4	$2.68M	Sell	34,085 -1,841	-5%	-$143K	0.08%	224
2025 Q3	$2.75M	Sell	35,926 -1,399	-4%	-$103K	0.17%	122
2025 Q2	$2.65M	Buy	37,325 +999	+3%	+$65.6K	0.17%	128
2025 Q1	$2.33M	Sell	36,326 -1,712	-5%	-$116K	0.18%	132
2024 Q4	$2.57M	Buy	38,038 +680	+2%	+$46.4K	0.17%	125
2024 Q3	$2.47M	Buy	+37,358	New	+$2.38M	0.17%	137

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

WCG Wealth Advisors's AVLC Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Avantis US Large Cap Equity ETF (AVLC) stake by 24% in Q2 2026, selling an estimated $629K and leaving 23,461 shares worth $2.11M. The position accounts for 0.05% of the portfolio, ranked #297.

WCG Wealth Advisors first reported a position in AVLC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.75M in Q3 2025. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

WCG Wealth Advisors held 23,461 shares of Avantis US Large Cap Equity ETF worth $2.11M as of Q2 2026.
WCG Wealth Advisors sold 7,286 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $629K.
Avantis US Large Cap Equity ETF made up 0.05% of WCG Wealth Advisors's portfolio in Q2 2026, its #297 holding.
WCG Wealth Advisors first reported a position in Avantis US Large Cap Equity ETF in Q3 2024 and has held it in 8 quarters since.
WCG Wealth Advisors's Avantis US Large Cap Equity ETF position peaked at $2.75M in Q3 2025.
115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.