Armbruster Capital Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Armbruster Capital Management’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	$3.64M	Sell	39,958 -8,950	-18%	-$786K	0.54%	32
2026 Q1	$3.94M	Buy	48,908 +945	+2%	+$76.6K	0.65%	33
2025 Q4	$3.63M	Buy	47,963 +3,047	+7%	+$224K	0.61%	32
2025 Q3	$3.25M	Buy	44,916 +8,256	+23%	+$583K	0.55%	34
2025 Q2	$2.5M	Buy	36,660 +2,350	+7%	+$151K	0.45%	37
2025 Q1	$2.24M	Buy	34,310 +1,580	+5%	+$107K	0.45%	37
2024 Q4	$2.19M	Buy	32,730 +5,610	+21%	+$382K	0.44%	36
2024 Q3	$1.79M	Buy	27,120 +560	+2%	+$35.6K	0.36%	43
2024 Q2	$1.67M	Buy	+26,560	New	+$1.66M	0.35%	40

Other funds holding AVLV

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

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Armbruster Capital Management's AVLV Position: Q2 2026 in Review

Armbruster Capital Management reduced its Avantis US Large Cap Value ETF (AVLV) stake by 18% in Q2 2026, selling an estimated $786K and leaving 39,958 shares worth $3.64M. The position accounts for 0.54% of the portfolio, ranked #32.

Armbruster Capital Management first reported a position in AVLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.94M in Q1 2026. 106 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Armbruster Capital Management held 39,958 shares of Avantis US Large Cap Value ETF worth $3.64M as of Q2 2026.
Armbruster Capital Management sold 8,950 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $786K.
Avantis US Large Cap Value ETF made up 0.54% of Armbruster Capital Management's portfolio in Q2 2026, its #32 holding.
Armbruster Capital Management first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
Armbruster Capital Management's Avantis US Large Cap Value ETF position peaked at $3.94M in Q1 2026.
106 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.