Bank of Ann Arbor’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Bank of Ann Arbor’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	$33.9M	Buy	+374,296	New	+$34.7M	4.8%	2

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Bank of Ann Arbor's AVLV Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q3 2026: 374,296 shares worth $33.9M. The stake represents 4.8% of the portfolio and ranks #2 among its holdings.

591 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

Bank of Ann Arbor held 374,296 shares of Avantis US Large Cap Value ETF worth $33.9M as of Q3 2026.
Avantis US Large Cap Value ETF was a new Bank of Ann Arbor position in Q3 2026.
Avantis US Large Cap Value ETF made up 4.8% of Bank of Ann Arbor's portfolio in Q3 2026, its #2 holding.
591 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.