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

Ruedi 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 Q2	$4.29M	Sell	47,015 -36	-0.1%	-$3.16K	1.01%	19
2026 Q1	$3.79M	Sell	47,051 -131	-0.3%	-$10.6K	0.98%	21
2025 Q4	$3.57M	Buy	47,182 +510	+1%	+$37.5K	0.94%	21
2025 Q3	$3.37M	Buy	46,672 +1,371	+3%	+$96.8K	0.94%	21
2025 Q2	$3.09M	Buy	45,301 +43,492	+2,404%	+$2.8M	0.92%	21
2025 Q1	$118K	Sell	1,809 -1,661	-48%	-$113K	0.04%	62
2024 Q4	$232K	Hold	3,470	–	–	0.07%	48
2024 Q3	$228K	Hold	3,470	–	–	0.08%	49
2024 Q2	$218K	Sell	3,470 -112	-3%	-$7.02K	0.09%	48
2024 Q1	$230K	Hold	3,582	–	–	0.1%	48
2023 Q4	$207K	Hold	3,582	–	–	0.1%	47
2023 Q3	$189K	Hold	3,582	–	–	0.11%	45
2023 Q2	$191K	Buy	3,582 +1,773	+98%	+$90.5K	0.11%	43
2023 Q1	$92.5K	Hold	1,809	–	–	0.06%	58
2022 Q4	$90.8K	Buy	+1,809	New	+$90.7K	0.06%	54

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Ruedi Wealth Management's AVLV Position: Q2 2026 in Review

Ruedi Wealth Management reduced its Avantis US Large Cap Value ETF (AVLV) stake by 0.08% in Q2 2026, selling an estimated $3.16K and leaving 47,015 shares worth $4.29M. The position accounts for 1.01% of the portfolio, ranked #19.

Ruedi Wealth Management first reported a position in AVLV in Q4 2022 and has held it in 15 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Ruedi Wealth Management held 47,015 shares of Avantis US Large Cap Value ETF worth $4.29M as of Q2 2026.
Ruedi Wealth Management sold 36 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $3.16K.
Avantis US Large Cap Value ETF made up 1.01% of Ruedi Wealth Management's portfolio in Q2 2026, its #19 holding.
Ruedi Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.