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

World 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
Q1 		$1.5M Buy
19,360
+7,951
+70% +$637K 0.02% 580
2025
Q4 		$897K Buy
11,409
+6,304
+123% +$489K 0.01% 726
2025
Q3 		$391K Buy
+5,105
New +$377K 0.01% 890

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 $910M AUM 20.54% 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 $424B AUM 22.96% 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 $445B AUM 25.58% 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

World Investment Advisors's AVLC Position: Q1 2026 in Review

World Investment Advisors increased its Avantis US Large Cap Equity ETF (AVLC) stake by 70% in Q1 2026, buying an estimated $637K and bringing the position to 19,360 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #580.

World Investment Advisors first reported a position in AVLC in Q3 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold AVLC as of Q1 2026.

  • World Investment Advisors held 19,360 shares of Avantis US Large Cap Equity ETF worth $1.5M as of Q1 2026.
  • World Investment Advisors bought 7,951 Avantis US Large Cap Equity ETF shares in Q1 2026, an estimated $637K.
  • Avantis US Large Cap Equity ETF made up 0.02% of World Investment Advisors's portfolio in Q1 2026, its #580 holding.
  • World Investment Advisors first reported a position in Avantis US Large Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.