Arax Advisory Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Arax Advisory Partners’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	$98.2M	Buy	1,076,147 +505,607	+89%	+$44.4M	0.65%	16
2026 Q1	$46M	Sell	570,540 -77,740	-12%	-$6.3M	1.3%	11
2025 Q4	$49.1M	Buy	+648,280	New	+$47.7M	1.43%	10
2025 Q3	–	Sell	-272,457	Closed	-$18.6M	–	3640
2025 Q2	$18.6M	Buy	272,457 +17,363	+7%	+$1.12M	0.85%	35
2025 Q1	$16.6M	Buy	+255,094	New	+$17.3M	1.07%	30

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

Arax Advisory Partners's AVLV Position: Q2 2026 in Review

Arax Advisory Partners increased its Avantis US Large Cap Value ETF (AVLV) stake by 89% in Q2 2026, buying an estimated $44.4M and bringing the position to 1,076,147 shares worth $98.2M. The position accounts for 0.65% of the portfolio, ranked #16.

Arax Advisory Partners first reported a position in AVLV in Q1 2025 and has held it in 5 quarters since. 563 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Arax Advisory Partners held 1,076,147 shares of Avantis US Large Cap Value ETF worth $98.2M as of Q2 2026.
Arax Advisory Partners bought 505,607 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $44.4M.
Avantis US Large Cap Value ETF made up 0.65% of Arax Advisory Partners's portfolio in Q2 2026, its #16 holding.
Arax Advisory Partners first reported a position in Avantis US Large Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
563 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.