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 Q3	$1.94M	Buy	21,482 +1,561	+8%	+$145K	1.13%	22
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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

AGH Wealth Advisors's AVLV Position: Q3 2026 in Review

AGH Wealth Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 7.8% in Q3 2026, buying an estimated $145K and bringing the position to 21,482 shares worth $1.94M. The position accounts for 1.13% of the portfolio, ranked #22.

AGH Wealth Advisors first reported a position in AVLV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.7M in Q4 2024. 473 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

AGH Wealth Advisors held 21,482 shares of Avantis US Large Cap Value ETF worth $1.94M as of Q3 2026.
AGH Wealth Advisors bought 1,561 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $145K.
Avantis US Large Cap Value ETF made up 1.13% of AGH Wealth Advisors's portfolio in Q3 2026, its #22 holding.
AGH Wealth Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
AGH Wealth Advisors's Avantis US Large Cap Value ETF position peaked at $2.7M in Q4 2024.
473 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.