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

Cerity 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	$249M	Sell	2,726,265 -103,471	-4%	-$9.09M	0.3%	66
2026 Q1	$228M	Buy	2,829,736 +318,245	+13%	+$25.8M	0.32%	57
2025 Q4	$190M	Buy	2,511,491 +239,687	+11%	+$17.6M	0.28%	70
2025 Q3	$164M	Buy	2,271,804 +64,531	+3%	+$4.56M	0.27%	75
2025 Q2	$151M	Buy	2,207,273 +2,189,968	+12,655%	+$141M	0.27%	73
2025 Q1	$1.13M	Sell	17,305 -4,297	-20%	-$291K	﹤0.01%	1374
2024 Q4	$1.44M	Buy	+21,602	New	+$1.47M	﹤0.01%	1250

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

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

Cerity Partners's AVLV Position: Q2 2026 in Review

Cerity Partners reduced its Avantis US Large Cap Value ETF (AVLV) stake by 3.7% in Q2 2026, selling an estimated $9.09M and leaving 2,726,265 shares worth $249M. The position accounts for 0.3% of the portfolio, ranked #66.

Cerity Partners first reported a position in AVLV in Q4 2024 and has held it in 7 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Cerity Partners held 2,726,265 shares of Avantis US Large Cap Value ETF worth $249M as of Q2 2026.
Cerity Partners sold 103,471 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $9.09M.
Avantis US Large Cap Value ETF made up 0.3% of Cerity Partners's portfolio in Q2 2026, its #66 holding.
Cerity Partners first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.