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PlanVest Financial’s Avantis US Large Cap Value ETF AVLV Stock Holding History

PlanVest Financial’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 		$552K Buy
6,056
+690
+13% +$60.6K 0.37% 52
2026
Q1 		$433K Buy
+5,366
New +$435K 0.33% 57

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

PlanVest Financial's AVLV Position: Q2 2026 in Review

PlanVest Financial increased its Avantis US Large Cap Value ETF (AVLV) stake by 13% in Q2 2026, buying an estimated $60.6K and bringing the position to 6,056 shares worth $552K. The position accounts for 0.37% of the portfolio, ranked #52.

PlanVest Financial first reported a position in AVLV in Q1 2026 and has held it in 2 quarters since. 545 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • PlanVest Financial held 6,056 shares of Avantis US Large Cap Value ETF worth $552K as of Q2 2026.
  • PlanVest Financial bought 690 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $60.6K.
  • Avantis US Large Cap Value ETF made up 0.37% of PlanVest Financial's portfolio in Q2 2026, its #52 holding.
  • PlanVest Financial first reported a position in Avantis US Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 545 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.