Anderson Hoagland & Co’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Anderson Hoagland & Co’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	$9.62M	Sell	105,513 -3,305	-3%	-$290K	0.75%	38
2026 Q1	$8.77M	Buy	108,818 +6,042	+6%	+$490K	0.75%	40
2025 Q4	$7.79M	Buy	102,776 +1,961	+2%	+$144K	0.67%	43
2025 Q3	$7.28M	Buy	100,815 +1,450	+1%	+$102K	0.65%	45
2025 Q2	$6.78M	Buy	99,365 +570	+0.6%	+$36.7K	0.65%	45
2025 Q1	$5.62M	Buy	98,795 +3,268	+3%	+$222K	0.67%	42
2024 Q4	$6.63M	Buy	95,527 +1,111	+1%	+$75.6K	0.68%	43
2024 Q3	$6.26M	Buy	+94,416	New	+$6.01M	0.64%	44

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Anderson Hoagland & Co's AVLV Position: Q2 2026 in Review

Anderson Hoagland & Co reduced its Avantis US Large Cap Value ETF (AVLV) stake by 3% in Q2 2026, selling an estimated $290K and leaving 105,513 shares worth $9.62M. The position accounts for 0.75% of the portfolio, ranked #38.

Anderson Hoagland & Co first reported a position in AVLV in Q3 2024 and has held it in 8 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Anderson Hoagland & Co held 105,513 shares of Avantis US Large Cap Value ETF worth $9.62M as of Q2 2026.
Anderson Hoagland & Co sold 3,305 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $290K.
Avantis US Large Cap Value ETF made up 0.75% of Anderson Hoagland & Co's portfolio in Q2 2026, its #38 holding.
Anderson Hoagland & Co first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.