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AGH Wealth Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

AGH Wealth Advisors’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 		$1.82M Buy
19,921
+752
+4% +$66.1K 1.15% 20
2026
Q1 		$1.55M Sell
19,169
-612
-3% -$49.6K 1.14% 20
2025
Q4 		$1.5M Buy
19,781
+273
+1% +$20.1K 1.13% 18
2025
Q3 		$1.41M Buy
19,508
+1,356
+7% +$95.8K 1.03% 19
2025
Q2 		$1.24M Sell
18,152
-12,706
-41% -$818K 1.02% 21
2025
Q1 		$2.01M Sell
30,858
-9,523
-24% -$646K 1.94% 13
2024
Q4 		$2.7M Buy
+40,381
New +$2.75M 2.5% 11

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 22.96% 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

AGH Wealth Advisors's AVLV Position: Q2 2026 in Review

AGH Wealth Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 3.9% in Q2 2026, buying an estimated $66.1K and bringing the position to 19,921 shares worth $1.82M. The position accounts for 1.15% of the portfolio, ranked #20.

AGH Wealth Advisors first reported a position in AVLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.7M in Q4 2024. 563 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • AGH Wealth Advisors held 19,921 shares of Avantis US Large Cap Value ETF worth $1.82M as of Q2 2026.
  • AGH Wealth Advisors bought 752 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $66.1K.
  • Avantis US Large Cap Value ETF made up 1.15% of AGH Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • AGH Wealth Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • AGH Wealth Advisors's Avantis US Large Cap Value ETF position peaked at $2.7M in Q4 2024.
  • 563 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.