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OneDigital Investment Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

OneDigital Investment Advisors’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 		$1.06M Buy
11,608
+4,632
+66% +$407K 0.01% 719
2026
Q1 		$562K Buy
6,976
+2,234
+47% +$181K 0.01% 895
2025
Q4 		$359K Buy
+4,742
New +$349K ﹤0.01% 1112
2025
Q2 		– Sell
-3,514
Closed -$229K – 1452
2025
Q1 		$229K Buy
3,514
+331
+10% +$22.4K ﹤0.01% 1269
2024
Q4 		$213K Buy
+3,183
New +$217K ﹤0.01% 1304
2024
Q3 		– Sell
-3,470
Closed -$218K – 1435
2024
Q2 		$218K Sell
3,470
-43
-1% -$2.69K ﹤0.01% 1250
2024
Q1 		$226K Buy
3,513
+32
+0.9% +$1.92K ﹤0.01% 998
2023
Q4 		$201K Buy
+3,481
New +$187K ﹤0.01% 1059

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
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

OneDigital Investment Advisors's AVLV Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 66% in Q2 2026, buying an estimated $407K and bringing the position to 11,608 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #719.

OneDigital Investment Advisors first reported a position in AVLV in Q4 2023 and has held it in 8 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • OneDigital Investment Advisors held 11,608 shares of Avantis US Large Cap Value ETF worth $1.06M as of Q2 2026.
  • OneDigital Investment Advisors bought 4,632 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $407K.
  • Avantis US Large Cap Value ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #719 holding.
  • OneDigital Investment Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2023 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 OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.