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Bannerman Wealth Management Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Bannerman Wealth Management Group’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 		$14.9M Buy
163,551
+1,992
+1% +$175K 8.7% 5
2026
Q1 		$13M Buy
161,559
+10,670
+7% +$865K 8.78% 5
2025
Q4 		$11.4M Buy
150,889
+4,859
+3% +$358K 8.11% 5
2025
Q3 		$10.6M Buy
146,030
+6,080
+4% +$429K 7.78% 5
2025
Q2 		$9.55M Buy
139,950
+6,815
+5% +$439K 7.32% 5
2025
Q1 		$8.68M Buy
133,135
+3,891
+3% +$264K 7.09% 5
2024
Q4 		$8.63M Buy
+129,244
New +$8.79M 7.13% 5

Other funds holding AVLV

Wealth Enhancement Advisory Services
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
AC
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

Bannerman Wealth Management Group's AVLV Position: Q2 2026 in Review

Bannerman Wealth Management Group increased its Avantis US Large Cap Value ETF (AVLV) stake by 1.2% in Q2 2026, buying an estimated $175K and bringing the position to 163,551 shares worth $14.9M. The position accounts for 8.7% of the portfolio, ranked #5.

Bannerman Wealth Management Group first reported a position in AVLV in Q4 2024 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Bannerman Wealth Management Group held 163,551 shares of Avantis US Large Cap Value ETF worth $14.9M as of Q2 2026.
  • Bannerman Wealth Management Group bought 1,992 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $175K.
  • Avantis US Large Cap Value ETF made up 8.7% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #5 holding.
  • Bannerman Wealth Management Group first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 106 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.