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 Q3	$1.4M	Buy	15,498 +1,002	+7%	+$93K	0.49%	55
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Tranquility Partners's AVLV Position: Q3 2026 in Review

Tranquility Partners increased its Avantis US Large Cap Value ETF (AVLV) stake by 6.9% in Q3 2026, buying an estimated $93K and bringing the position to 15,498 shares worth $1.4M. The position accounts for 0.49% of the portfolio, ranked #55.

Tranquility Partners first reported a position in AVLV in Q2 2023 and has held it in 14 quarters since. 141 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

Tranquility Partners held 15,498 shares of Avantis US Large Cap Value ETF worth $1.4M as of Q3 2026.
Tranquility Partners bought 1,002 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $93K.
Avantis US Large Cap Value ETF made up 0.49% of Tranquility Partners's portfolio in Q3 2026, its #55 holding.
Tranquility Partners first reported a position in Avantis US Large Cap Value ETF in Q2 2023 and has held it in 14 quarters since.
141 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.