Financial Management Network’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Financial Management Network’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 Q3	$32.6M	Buy	355,983 +31,732	+10%	+$2.94M	4.69%	3
2026 Q2	$29.7M	Buy	324,251 +199,892	+161%	+$17.6M	4.26%	3
2026 Q1	$10.5M	Buy	124,359 +6,909	+6%	+$560K	1.6%	15
2025 Q4	$9.03M	Buy	117,450 +5,112	+5%	+$376K	1.43%	16
2025 Q3	$8.16M	Sell	112,338 -4,306	-4%	-$304K	1.35%	17
2025 Q2	$8.14M	Sell	116,644 -2,509	-2%	-$162K	1.46%	16
2025 Q1	$6.91M	Buy	119,153 +36,096	+43%	+$2.45M	1.56%	14
2024 Q4	$5.59M	Buy	83,057 +18,700	+29%	+$1.27M	1.16%	25
2024 Q3	$4.27M	Buy	64,357 +21,255	+49%	+$1.35M	0.89%	28
2024 Q2	$2.71M	Buy	+43,102	New	+$2.7M	0.65%	32

Other funds holding AVLV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Financial Management Network's AVLV Position: Q3 2026 in Review

Financial Management Network increased its Avantis US Large Cap Value ETF (AVLV) stake by 9.8% in Q3 2026, buying an estimated $2.94M and bringing the position to 355,983 shares worth $32.6M. The position accounts for 4.69% of the portfolio, ranked #3.

Financial Management Network first reported a position in AVLV in Q2 2024 and has held it in 10 quarters since. 197 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

Financial Management Network held 355,983 shares of Avantis US Large Cap Value ETF worth $32.6M as of Q3 2026.
Financial Management Network bought 31,732 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $2.94M.
Avantis US Large Cap Value ETF made up 4.69% of Financial Management Network's portfolio in Q3 2026, its #3 holding.
Financial Management Network first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 10 quarters since.
197 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.