FFA
AVLV icon

Farther Finance Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Farther Finance 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 		$53M Buy
580,568
+685
+0.1% +$60.2K 0.41% 40
2026
Q1 		$46.9M Sell
579,883
-89,081
-13% -$7.22M 0.44% 39
2025
Q4 		$50.7M Buy
668,964
+438,265
+190% +$32.2M 0.54% 32
2025
Q3 		$16.7M Sell
230,699
-99,447
-30% -$7.02M 0.25% 72
2025
Q2 		$22.5M Buy
330,146
+196,337
+147% +$12.6M 0.45% 37
2025
Q1 		$8.76M Buy
133,809
+62,910
+89% +$4.27M 0.22% 94
2024
Q4 		$4.73M Buy
70,899
+38,709
+120% +$2.63M 0.17% 107
2024
Q3 		$2.12M Buy
32,190
+12,516
+64% +$797K 0.08% 198
2024
Q2 		$1.23M Buy
19,674
+4,271
+28% +$268K 0.06% 250
2024
Q1 		$988K Buy
15,403
+2,925
+23% +$175K 0.06% 254
2023
Q4 		$721K Buy
12,478
+596
+5% +$32.1K 0.05% 283
2023
Q3 		$626K Buy
11,882
+2,574
+28% +$139K 0.1% 173
2023
Q2 		$497K Buy
9,308
+5,266
+130% +$269K 0.11% 162
2023
Q1 		$207K Buy
+4,042
New +$210K 0.06% 258

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

Farther Finance Advisors's AVLV Position: Q2 2026 in Review

Farther Finance Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 0.12% in Q2 2026, buying an estimated $60.2K and bringing the position to 580,568 shares worth $53M. The position accounts for 0.41% of the portfolio, ranked #40.

Farther Finance Advisors first reported a position in AVLV in Q1 2023 and has held it in 14 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Farther Finance Advisors held 580,568 shares of Avantis US Large Cap Value ETF worth $53M as of Q2 2026.
  • Farther Finance Advisors bought 685 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $60.2K.
  • Avantis US Large Cap Value ETF made up 0.41% of Farther Finance Advisors's portfolio in Q2 2026, its #40 holding.
  • Farther Finance Advisors first reported a position in Avantis US Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.