Vise Technologies’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Vise Technologies’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	–	Sell	-42,282	Closed	-$3.2M	–	1824
2026 Q1	$3.2M	Hold	42,282	–	–	0.06%	246
2025 Q4	$3.2M	Buy	42,282 +28,239	+201%	+$2.08M	0.06%	247
2025 Q3	$1.01M	Sell	14,043 -51,090	-78%	-$3.61M	0.04%	424
2025 Q2	$4.44M	Buy	+65,133	New	+$4.19M	0.18%	120
2024 Q4	$1.53M	Buy	+22,871	New	+$1.56M	0.13%	171
2024 Q3	–	Sell	-3,319	Closed	-$209K	–	593
2024 Q2	$209K	Buy	+3,319	New	+$208K	0.04%	395

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

Vise Technologies's AVLV Position: Q2 2026 in Review

Vise Technologies sold out of Avantis US Large Cap Value ETF (AVLV) in Q2 2026, closing a stake of 42,282 shares — an estimated $3.2M sold.

Vise Technologies first reported a position in AVLV in Q2 2024 and held it in 6 quarters. The position peaked at $4.44M in Q2 2025. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Vise Technologies reported no remaining Avantis US Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Vise Technologies sold 42,282 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $3.2M.
Vise Technologies first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and held it in 6 quarters.
Vise Technologies's Avantis US Large Cap Value ETF position peaked at $4.44M in Q2 2025.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.