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

EP 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 		$8.51M Buy
93,334
+89,888
+2,608% +$7.9M 0.03% 298
2026
Q1 		$278K Sell
3,446
-6
-0.2% -$487 ﹤0.01% 1215
2025
Q4 		$262K Buy
+3,452
New +$254K ﹤0.01% 1219
2025
Q2 		– Sell
-2,817
Closed -$184K – 1425
2025
Q1 		$184K Sell
2,817
-726
-20% -$49.2K ﹤0.01% 1154
2024
Q4 		$237K Buy
+3,543
New +$241K ﹤0.01% 982
2024
Q2 		– Sell
-2,290
Closed -$147K – 860
2024
Q1 		$147K Buy
+2,290
New +$137K ﹤0.01% 769

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

EP Wealth Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 2,608% in Q2 2026, buying an estimated $7.9M and bringing the position to 93,334 shares worth $8.51M. The position accounts for 0.03% of the portfolio, ranked #298.

EP Wealth Advisors first reported a position in AVLV in Q1 2024 and has held it in 6 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • EP Wealth Advisors held 93,334 shares of Avantis US Large Cap Value ETF worth $8.51M as of Q2 2026.
  • EP Wealth Advisors bought 89,888 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $7.9M.
  • Avantis US Large Cap Value ETF made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #298 holding.
  • EP Wealth Advisors first reported a position in Avantis US Large Cap Value ETF in Q1 2024 and has held it in 6 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.