Investment Advisory Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Investment Advisory Group’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	$6.24M	Buy	68,422 +549	+0.8%	+$48.2K	1.35%	16
2026 Q1	$5.47M	Buy	67,873 +6,957	+11%	+$564K	1.39%	18
2025 Q4	$4.62M	Buy	60,916 +43,539	+251%	+$3.2M	1.19%	20
2025 Q3	$1.26M	Buy	17,377 +5,293	+44%	+$374K	0.34%	62
2025 Q2	$824K	Buy	12,084 +1,254	+12%	+$80.8K	0.25%	77
2025 Q1	$706K	Buy	10,830 +1,810	+20%	+$123K	0.24%	84
2024 Q4	$602K	Buy	9,020 +1,680	+23%	+$114K	0.2%	88
2024 Q3	$483K	Buy	+7,340	New	+$467K	0.17%	100

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

Investment Advisory Group's AVLV Position: Q2 2026 in Review

Investment Advisory Group increased its Avantis US Large Cap Value ETF (AVLV) stake by 0.81% in Q2 2026, buying an estimated $48.2K and bringing the position to 68,422 shares worth $6.24M. The position accounts for 1.35% of the portfolio, ranked #16.

Investment Advisory Group first reported a position in AVLV in Q3 2024 and has held it in 8 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Investment Advisory Group held 68,422 shares of Avantis US Large Cap Value ETF worth $6.24M as of Q2 2026.
Investment Advisory Group bought 549 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $48.2K.
Avantis US Large Cap Value ETF made up 1.35% of Investment Advisory Group's portfolio in Q2 2026, its #16 holding.
Investment Advisory Group first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.