Gradient Capital Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Gradient Capital 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	$361K	Buy	3,963 +71	+2%	+$6.24K	0.08%	131
2026 Q1	$314K	Buy	3,892 +239	+7%	+$19.4K	0.08%	133
2025 Q4	$277K	Hold	3,653	–	–	0.07%	141
2025 Q3	$264K	Sell	3,653 -174	-5%	-$12.3K	0.07%	145
2025 Q2	$261K	Hold	3,827	–	–	0.08%	139
2025 Q1	$250K	Hold	3,827	–	–	0.08%	137
2024 Q4	$256K	Sell	3,827 -150	-4%	-$10.2K	0.08%	134
2024 Q3	$262K	Sell	3,977 -539	-12%	-$34.3K	0.09%	132
2024 Q2	$284K	Buy	4,516 +70	+2%	+$4.39K	0.1%	124
2024 Q1	$286K	Sell	4,446 -949	-18%	-$56.9K	0.1%	123
2023 Q4	$312K	Hold	5,395	–	–	0.12%	120
2023 Q3	$284K	Sell	5,395 -277	-5%	-$15K	0.12%	118
2023 Q2	$303K	Hold	5,672	–	–	0.12%	113
2023 Q1	$290K	Buy	5,672 +123	+2%	+$6.38K	0.12%	112
2022 Q4	$279K	Sell	5,549 -2,101	-27%	-$105K	0.13%	113
2022 Q3	$340K	Sell	7,650 -413	-5%	-$20K	0.16%	95
2022 Q2	$372K	Buy	8,063 +3,460	+75%	+$176K	0.18%	89
2022 Q1	$249K	Buy	+4,603	New	+$244K	0.11%	107

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 22.96% 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

Gradient Capital Advisors's AVLV Position: Q2 2026 in Review

Gradient Capital Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 1.8% in Q2 2026, buying an estimated $6.24K and bringing the position to 3,963 shares worth $361K. The position accounts for 0.08% of the portfolio, ranked #131.

Gradient Capital Advisors first reported a position in AVLV in Q1 2022 and has held it in 18 quarters since. The position peaked at $372K in Q2 2022. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Gradient Capital Advisors held 3,963 shares of Avantis US Large Cap Value ETF worth $361K as of Q2 2026.
Gradient Capital Advisors bought 71 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $6.24K.
Avantis US Large Cap Value ETF made up 0.08% of Gradient Capital Advisors's portfolio in Q2 2026, its #131 holding.
Gradient Capital Advisors first reported a position in Avantis US Large Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
Gradient Capital Advisors's Avantis US Large Cap Value ETF position peaked at $372K in Q2 2022.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.