SAG
AVLV icon

SageView Advisory Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

SageView Advisory Group’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
2025
Q4 		$86.8K Sell
1,145
-10,462
-90% -$770K ﹤0.01% 870
2025
Q3 		$839K Buy
11,607
+355
+3% +$25.1K 0.03% 288
2025
Q2 		$791K Sell
11,252
-160
-1% -$10.3K 0.03% 276
2025
Q1 		$744K Buy
11,412
+3,265
+40% +$221K 0.03% 270
2024
Q4 		$544K Buy
8,147
+1,215
+18% +$82.7K 0.02% 328
2024
Q3 		$456K Buy
+6,932
New +$441K 0.02% 316

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

SageView Advisory Group's AVLV Position: Q4 2025 in Review

SageView Advisory Group reduced its Avantis US Large Cap Value ETF (AVLV) stake by 90% in Q4 2025, selling an estimated $770K and leaving 1,145 shares worth $86.8K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

SageView Advisory Group first reported a position in AVLV in Q3 2024 and has held it in 6 quarters since. The position peaked at $839K in Q3 2025. 443 funds tracked by Wall St. Rank hold AVLV as of Q4 2025.

  • SageView Advisory Group held 1,145 shares of Avantis US Large Cap Value ETF worth $86.8K as of Q4 2025.
  • SageView Advisory Group sold 10,462 Avantis US Large Cap Value ETF shares in Q4 2025, an estimated $770K.
  • Avantis US Large Cap Value ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #870 holding.
  • SageView Advisory Group first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and has held it in 6 quarters since.
  • SageView Advisory Group's Avantis US Large Cap Value ETF position peaked at $839K in Q3 2025.
  • 443 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.