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Moisand Fitzgerald Tamayo’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Moisand Fitzgerald Tamayo’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 		$124M Sell
1,356,674
-1,880
-0.1% -$165K 12.08% 2
2026
Q1 		$110M Buy
1,358,554
+219,614
+19% +$17.8M 11.77% 2
2025
Q4 		$86.3M Buy
1,138,940
+47,118
+4% +$3.47M 9.75% 4
2025
Q3 		$78.9M Buy
1,091,822
+65,260
+6% +$4.61M 9.3% 4
2025
Q2 		$70M Buy
1,026,562
+117,846
+13% +$7.59M 8.86% 4
2025
Q1 		$59.3M Buy
908,716
+56,319
+7% +$3.82M 8.2% 2
2024
Q4 		$56.9M Sell
852,397
-1,857
-0.2% -$126K 8.05% 2
2024
Q3 		$56.2M Buy
854,254
+56,952
+7% +$3.63M 7.72% 3
2024
Q2 		$50.1M Buy
797,302
+45,996
+6% +$2.88M 7.5% 3
2024
Q1 		$48.3M Buy
751,306
+183,075
+32% +$11M 7.38% 4
2023
Q4 		$32.8M Buy
568,231
+382,785
+206% +$20.6M 5.68% 4
2023
Q3 		$9.77M Buy
185,446
+24,059
+15% +$1.3M 2.06% 14
2023
Q2 		$8.61M Buy
161,387
+32,314
+25% +$1.65M 1.76% 15
2023
Q1 		$6.6M Buy
129,073
+37,925
+42% +$1.97M 1.41% 17
2022
Q4 		$4.57M Buy
91,148
+42,578
+88% +$2.13M 1.04% 18
2022
Q3 		$2.16M Buy
48,570
+29,975
+161% +$1.45M 0.59% 32
2022
Q2 		$857K Buy
18,595
+16,575
+821% +$844K 0.23% 49
2022
Q1 		$109K Buy
+2,020
New +$107K 0.05% 83

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Moisand Fitzgerald Tamayo's AVLV Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its Avantis US Large Cap Value ETF (AVLV) stake by 0.14% in Q2 2026, selling an estimated $165K and leaving 1,356,674 shares worth $124M. The position accounts for 12.08% of the portfolio, ranked #2.

Moisand Fitzgerald Tamayo first reported a position in AVLV in Q1 2022 and has held it in 18 quarters since. 159 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 1,356,674 shares of Avantis US Large Cap Value ETF worth $124M as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 1,880 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $165K.
  • Avantis US Large Cap Value ETF made up 12.08% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #2 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Avantis US Large Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.