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

Verus Financial 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	$18M	Sell	197,709 -59,664	-23%	-$5.24M	1.54%	14
2026 Q1	$21.8M	Sell	257,373 -153,224	-37%	-$12.4M	1.95%	14
2025 Q4	$32.8M	Sell	410,597 -18,923	-4%	-$1.39M	3.02%	11
2025 Q3	$31M	Buy	429,520 +12,633	+3%	+$892K	2.99%	11
2025 Q2	$28.9M	Buy	+416,887	New	+$26.8M	2.95%	12

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

Verus Financial Partners's AVLV Position: Q2 2026 in Review

Verus Financial Partners reduced its Avantis US Large Cap Value ETF (AVLV) stake by 23% in Q2 2026, selling an estimated $5.24M and leaving 197,709 shares worth $18M. The position accounts for 1.54% of the portfolio, ranked #14.

Verus Financial Partners first reported a position in AVLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $32.8M in Q4 2025. 565 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Verus Financial Partners held 197,709 shares of Avantis US Large Cap Value ETF worth $18M as of Q2 2026.
Verus Financial Partners sold 59,664 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $5.24M.
Avantis US Large Cap Value ETF made up 1.54% of Verus Financial Partners's portfolio in Q2 2026, its #14 holding.
Verus Financial Partners first reported a position in Avantis US Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
Verus Financial Partners's Avantis US Large Cap Value ETF position peaked at $32.8M in Q4 2025.
565 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.