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B&D White Capital Company’s Avantis US Large Cap Value ETF AVLV Stock Holding History

B&D White Capital Company’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
Q1 		$66.1M Buy
820,112
+345,821
+73% +$28M 8.17% 3
2025
Q4 		$35.9M Buy
474,291
+367,400
+344% +$27M 4.16% 4
2025
Q3 		$7.72M Buy
106,891
+25,863
+32% +$1.83M 0.99% 30
2025
Q2 		$5.52M Sell
81,028
-242,616
-75% -$15.6M 0.84% 35
2025
Q1 		$21.1M Buy
323,644
+146,896
+83% +$9.96M 3.11% 7
2024
Q4 		$11.8M Buy
176,748
+113,406
+179% +$7.72M 1.99% 8
2024
Q3 		$4.17M Buy
63,342
+45,828
+262% +$2.92M 0.72% 19
2024
Q2 		$1.1M Buy
17,514
+741
+4% +$46.4K 0.23% 24
2024
Q1 		$1.08M Sell
16,773
-136,306
-89% -$8.17M 0.24% 30
2023
Q4 		$8.84M Buy
+153,079
New +$8.23M 2.75% 10

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

B&D White Capital Company's AVLV Position: Q1 2026 in Review

B&D White Capital Company increased its Avantis US Large Cap Value ETF (AVLV) stake by 73% in Q1 2026, buying an estimated $28M and bringing the position to 820,112 shares worth $66.1M. The position accounts for 8.17% of the portfolio, ranked #3.

B&D White Capital Company first reported a position in AVLV in Q4 2023 and has held it in 10 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • B&D White Capital Company held 820,112 shares of Avantis US Large Cap Value ETF worth $66.1M as of Q1 2026.
  • B&D White Capital Company bought 345,821 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $28M.
  • Avantis US Large Cap Value ETF made up 8.17% of B&D White Capital Company's portfolio in Q1 2026, its #3 holding.
  • B&D White Capital Company first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.