Northwestern Mutual Wealth Management
AVLV icon

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

Northwestern Mutual 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
Q1 		$194M Buy
2,401,298
+365,392
+18% +$29.6M 0.12% 89
2025
Q4 		$154M Buy
2,035,906
+70,504
+4% +$5.19M 0.1% 106
2025
Q3 		$142M Buy
1,965,402
+115,982
+6% +$8.19M 0.09% 106
2025
Q2 		$126M Sell
1,849,420
-180,267
-9% -$11.6M 0.09% 108
2025
Q1 		$132M Buy
2,029,687
+263,282
+15% +$17.9M 0.11% 88
2024
Q4 		$118M Buy
1,766,405
+153,166
+9% +$10.4M 0.1% 99
2024
Q3 		$106M Sell
1,613,239
-320,432
-17% -$20.4M 0.09% 101
2024
Q2 		$122M Buy
1,933,671
+587,704
+44% +$36.8M 0.12% 81
2024
Q1 		$86.5M Buy
1,345,967
+422,215
+46% +$25.3M 0.09% 107
2023
Q4 		$53.4M Buy
923,752
+93,854
+11% +$5.05M 0.06% 160
2023
Q3 		$43.7M Buy
829,898
+302,007
+57% +$16.4M 0.06% 161
2023
Q2 		$28.2M Buy
527,891
+58,144
+12% +$2.97M 0.04% 235
2023
Q1 		$24M Buy
469,747
+56,843
+14% +$2.95M 0.03% 239
2022
Q4 		$20.7M Buy
+412,904
New +$20.7M 0.03% 245

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Northwestern Mutual Wealth Management's AVLV Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 18% in Q1 2026, buying an estimated $29.6M and bringing the position to 2,401,298 shares worth $194M. The position accounts for 0.12% of the portfolio, ranked #89.

Northwestern Mutual Wealth Management first reported a position in AVLV in Q4 2022 and has held it in 14 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • Northwestern Mutual Wealth Management held 2,401,298 shares of Avantis US Large Cap Value ETF worth $194M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 365,392 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $29.6M.
  • Avantis US Large Cap Value ETF made up 0.12% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #89 holding.
  • Northwestern Mutual Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.