Northwestern Mutual Wealth Management
AVLC icon

Northwestern Mutual Wealth Management’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Buy
12,113
+4,338
+56% +$375K ﹤0.01% 1374
2026
Q1 		$603K Buy
7,775
+4,666
+150% +$374K ﹤0.01% 1502
2025
Q4 		$244K Buy
3,109
+466
+18% +$36.2K ﹤0.01% 1779
2025
Q3 		$202K Buy
+2,643
New +$195K ﹤0.01% 1789

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management's AVLC Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Avantis US Large Cap Equity ETF (AVLC) stake by 56% in Q2 2026, buying an estimated $375K and bringing the position to 12,113 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Northwestern Mutual Wealth Management first reported a position in AVLC in Q3 2025 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Northwestern Mutual Wealth Management held 12,113 shares of Avantis US Large Cap Equity ETF worth $1.09M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 4,338 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $375K.
  • Avantis US Large Cap Equity ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1374 holding.
  • Northwestern Mutual Wealth Management first reported a position in Avantis US Large Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

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