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Canvas Wealth Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Canvas Wealth Advisors’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 		$403K Buy
4,421
+51
+1% +$4.48K 0.06% 163
2026
Q1 		$352K Buy
4,370
+206
+5% +$16.7K 0.06% 162
2025
Q4 		$316K Buy
4,164
+226
+6% +$16.6K 0.05% 155
2025
Q3 		$286K Sell
3,938
-11,123
-74% -$786K 0.05% 158
2025
Q2 		$1.06M Sell
15,061
-2,856
-16% -$184K 0.21% 65
2025
Q1 		$1.09M Sell
17,917
-6,042
-25% -$410K 0.28% 60
2024
Q4 		$1.6M Buy
23,959
+232
+1% +$15.8K 0.4% 45
2024
Q3 		$1.56M Sell
23,727
-1,585
-6% -$101K 0.43% 41
2024
Q2 		$1.62M Buy
25,312
+7,736
+44% +$485K 0.5% 39
2024
Q1 		$1.07M Buy
17,576
+13,183
+300% +$790K 0.36% 44
2023
Q4 		$251K Buy
+4,393
New +$236K 0.09% 113

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

Canvas Wealth Advisors's AVLV Position: Q2 2026 in Review

Canvas Wealth Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 1.2% in Q2 2026, buying an estimated $4.48K and bringing the position to 4,421 shares worth $403K. The position accounts for 0.06% of the portfolio, ranked #163.

Canvas Wealth Advisors first reported a position in AVLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.62M in Q2 2024. 106 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Canvas Wealth Advisors held 4,421 shares of Avantis US Large Cap Value ETF worth $403K as of Q2 2026.
  • Canvas Wealth Advisors bought 51 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $4.48K.
  • Avantis US Large Cap Value ETF made up 0.06% of Canvas Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • Canvas Wealth Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Canvas Wealth Advisors's Avantis US Large Cap Value ETF position peaked at $1.62M in Q2 2024.
  • 106 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.