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Acorn Financial Advisory Services’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Acorn Financial Advisory Services’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$573K Sell
6,283
-359
-5% -$31.5K 0.08% 124
2026
Q1 		$535K Hold
6,642
– – 0.07% 121
2025
Q4 		$503K Hold
6,642
– – 0.07% 118
2025
Q3 		$480K Sell
6,642
-269
-4% -$19K 0.07% 121
2025
Q2 		$471K Sell
6,911
-2,472
-26% -$159K 0.08% 118
2025
Q1 		$612K Sell
9,383
-425
-4% -$28.8K 0.11% 91
2024
Q4 		$655K Buy
9,808
+8
+0.1% +$544 0.11% 94
2024
Q3 		$645K Sell
9,800
-274
-3% -$17.4K 0.11% 83
2024
Q2 		$633K Buy
10,074
+8
+0.1% +$501 0.12% 90
2024
Q1 		$647K Buy
10,066
+255
+3% +$15.3K 0.12% 87
2023
Q4 		$567K Buy
9,811
+447
+5% +$24K 0.1% 122
2023
Q3 		$493K Sell
9,364
-349
-4% -$18.9K 0.09% 135
2023
Q2 		$518K Buy
9,713
+3,351
+53% +$171K 0.09% 126
2023
Q1 		$325K Buy
6,362
+494
+8% +$25.6K 0.06% 172
2022
Q4 		$294K Buy
+5,868
New +$294K 0.06% 171

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Acorn Financial Advisory Services's AVLV Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Avantis US Large Cap Value ETF (AVLV) stake by 5.4% in Q2 2026, selling an estimated $31.5K and leaving 6,283 shares worth $573K. The position accounts for 0.08% of the portfolio, ranked #124.

Acorn Financial Advisory Services first reported a position in AVLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $655K in Q4 2024. 567 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Acorn Financial Advisory Services held 6,283 shares of Avantis US Large Cap Value ETF worth $573K as of Q2 2026.
  • Acorn Financial Advisory Services sold 359 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $31.5K.
  • Avantis US Large Cap Value ETF made up 0.08% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #124 holding.
  • Acorn Financial Advisory Services first reported a position in Avantis US Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Acorn Financial Advisory Services's Avantis US Large Cap Value ETF position peaked at $655K in Q4 2024.
  • 567 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.