Fort Vancouver Investment Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Fort Vancouver Investment Management’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	$1.76M	Sell	19,317 -110	-0.6%	-$9.66K	0.82%	17
2026 Q1	$1.57M	Sell	19,427 -5	-0%	-$406	0.8%	17
2025 Q4	$1.47M	Sell	19,432 -712	-4%	-$52.4K	0.79%	17
2025 Q3	$1.46M	Sell	20,144 -215	-1%	-$15.2K	0.81%	17
2025 Q2	$1.39M	Buy	20,359 +9,750	+92%	+$628K	0.95%	17
2025 Q1	$692K	Buy	+10,609	New	+$719K	0.53%	18
2024 Q4	–	Sell	-10,725	Closed	-$706K	–	50
2024 Q3	$706K	Sell	10,725 -1	-0%	-$64	0.61%	16
2024 Q2	$674K	Buy	+10,726	New	+$672K	0.65%	16

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 22.9% 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

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

Fort Vancouver Investment Management's AVLV Position: Q2 2026 in Review

Fort Vancouver Investment Management reduced its Avantis US Large Cap Value ETF (AVLV) stake by 0.57% in Q2 2026, selling an estimated $9.66K and leaving 19,317 shares worth $1.76M. The position accounts for 0.82% of the portfolio, ranked #17.

Fort Vancouver Investment Management first reported a position in AVLV in Q2 2024 and has held it in 8 quarters since. 567 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Fort Vancouver Investment Management held 19,317 shares of Avantis US Large Cap Value ETF worth $1.76M as of Q2 2026.
Fort Vancouver Investment Management sold 110 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $9.66K.
Avantis US Large Cap Value ETF made up 0.82% of Fort Vancouver Investment Management's portfolio in Q2 2026, its #17 holding.
Fort Vancouver Investment Management first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
567 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Fort Vancouver Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.