Greenwich Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Greenwich Wealth 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	$15M	Buy	164,554 +2,361	+1%	+$207K	0.55%	32
2026 Q1	$13.1M	Sell	162,193 -10,436	-6%	-$846K	0.53%	33
2025 Q4	$13.1M	Buy	172,629 +37,411	+28%	+$2.75M	0.58%	33
2025 Q3	$9.77M	Buy	135,218 +748	+0.6%	+$52.8K	0.49%	28
2025 Q2	$9.17M	Buy	134,470 +9,946	+8%	+$640K	0.45%	27
2025 Q1	$8.12M	Buy	124,524 +7,689	+7%	+$521K	0.61%	23
2024 Q4	$7.8M	Buy	116,835 +3,365	+3%	+$229K	0.55%	31
2024 Q3	$7.47M	Buy	113,470 +3,363	+3%	+$214K	0.51%	30
2024 Q2	$6.92M	Buy	110,107 +2,406	+2%	+$151K	0.51%	29
2024 Q1	$6.92M	Buy	107,701 +7,131	+7%	+$427K	0.55%	28
2023 Q4	$5.81M	Buy	100,570 +8,321	+9%	+$448K	0.57%	26
2023 Q3	$4.86M	Buy	92,249 +12,692	+16%	+$688K	0.51%	27
2023 Q2	$4.24M	Buy	79,557 +23,759	+43%	+$1.21M	0.45%	36
2023 Q1	$2.85M	Buy	55,798 +7,243	+15%	+$376K	0.31%	50
2022 Q4	$2.44M	Buy	48,555 +4,972	+11%	+$249K	0.27%	57
2022 Q3	$1.94M	Buy	43,583 +35,964	+472%	+$1.74M	0.21%	67
2022 Q2	$351K	Buy	+7,619	New	+$388K	0.05%	183

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

Greenwich Wealth Management's AVLV Position: Q2 2026 in Review

Greenwich Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 1.5% in Q2 2026, buying an estimated $207K and bringing the position to 164,554 shares worth $15M. The position accounts for 0.55% of the portfolio, ranked #32.

Greenwich Wealth Management first reported a position in AVLV in Q2 2022 and has held it in 17 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Greenwich Wealth Management held 164,554 shares of Avantis US Large Cap Value ETF worth $15M as of Q2 2026.
Greenwich Wealth Management bought 2,361 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $207K.
Avantis US Large Cap Value ETF made up 0.55% of Greenwich Wealth Management's portfolio in Q2 2026, its #32 holding.
Greenwich Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.