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Visionary Wealth Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Visionary Wealth Advisors’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 		$45.1M Buy
494,417
+24,348
+5% +$2.14M 1.78% 7
2026
Q1 		$37.9M Sell
470,069
-886
-0.2% -$71.9K 1.68% 8
2025
Q4 		$35.7M Sell
470,955
-5,998
-1% -$441K 1.61% 8
2025
Q3 		$34.5M Buy
476,953
+1,606
+0.3% +$113K 1.61% 9
2025
Q2 		$32.4M Buy
475,347
+10,788
+2% +$695K 1.66% 7
2025
Q1 		$30.3M Buy
464,559
+18,478
+4% +$1.25M 1.82% 7
2024
Q4 		$29.8M Buy
446,081
+9,921
+2% +$675K 1.75% 7
2024
Q3 		$28.7M Buy
436,160
+16,029
+4% +$1.02M 1.75% 7
2024
Q2 		$26.4M Buy
420,131
+27,276
+7% +$1.71M 1.73% 7
2024
Q1 		$25.2M Buy
392,855
+75,036
+24% +$4.5M 1.7% 8
2023
Q4 		$18.4M Buy
317,819
+279,085
+721% +$15M 1.35% 11
2023
Q3 		$2.04M Buy
38,734
+19,375
+100% +$1.05M 0.17% 141
2023
Q2 		$1.03M Buy
19,359
+11,024
+132% +$563K 0.08% 203
2023
Q1 		$426K Buy
+8,335
New +$433K 0.04% 300

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
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

Visionary Wealth Advisors's AVLV Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 5.2% in Q2 2026, buying an estimated $2.14M and bringing the position to 494,417 shares worth $45.1M. The position accounts for 1.78% of the portfolio, ranked #7.

Visionary Wealth Advisors first reported a position in AVLV in Q1 2023 and has held it in 14 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Visionary Wealth Advisors held 494,417 shares of Avantis US Large Cap Value ETF worth $45.1M as of Q2 2026.
  • Visionary Wealth Advisors bought 24,348 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $2.14M.
  • Avantis US Large Cap Value ETF made up 1.78% of Visionary Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Visionary Wealth Advisors first reported a position in Avantis US Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.