Tranquility Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Tranquility Partners’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	$1.32M	Buy	14,496 +1,410	+11%	+$124K	0.45%	59
2026 Q1	$1.05M	Buy	13,086 +12	+0.1%	+$973	0.4%	63
2025 Q4	$991K	Sell	13,074 -1,613	-11%	-$119K	0.36%	72
2025 Q3	$1.06M	Buy	14,687 +105	+0.7%	+$7.42K	0.36%	70
2025 Q2	$995K	Buy	14,582 +388	+3%	+$25K	0.36%	77
2025 Q1	$926K	Buy	14,194 +903	+7%	+$61.2K	0.36%	76
2024 Q4	$887K	Buy	13,291 +276	+2%	+$18.8K	0.33%	83
2024 Q3	$857K	Buy	13,015 +1,148	+10%	+$73.1K	0.31%	89
2024 Q2	$746K	Buy	11,867 +415	+4%	+$26K	0.29%	96
2024 Q1	$736K	Buy	11,452 +1,321	+13%	+$79.2K	0.28%	100
2023 Q4	$585K	Buy	10,131 +2,717	+37%	+$146K	0.25%	106
2023 Q3	$391K	Buy	7,414 +2,471	+50%	+$134K	0.17%	138
2023 Q2	$264K	Buy	+4,943	New	+$252K	0.11%	181

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

Tranquility Partners's AVLV Position: Q2 2026 in Review

Tranquility Partners increased its Avantis US Large Cap Value ETF (AVLV) stake by 11% in Q2 2026, buying an estimated $124K and bringing the position to 14,496 shares worth $1.32M. The position accounts for 0.45% of the portfolio, ranked #59.

Tranquility Partners first reported a position in AVLV in Q2 2023 and has held it in 13 quarters since. 563 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Tranquility Partners held 14,496 shares of Avantis US Large Cap Value ETF worth $1.32M as of Q2 2026.
Tranquility Partners bought 1,410 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $124K.
Avantis US Large Cap Value ETF made up 0.45% of Tranquility Partners's portfolio in Q2 2026, its #59 holding.
Tranquility Partners first reported a position in Avantis US Large Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
563 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.