VIPI
AVLV icon

Vista Investment Partners II’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Vista Investment Partners II’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 		$5.97M Buy
+65,405
New +$5.74M 2.34% 6

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
NPT
Nixon Peabody Trust Boston, Massachusetts $1.41B AUM 27.78% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Vista Investment Partners II's AVLV Position: Q2 2026 in Review

Vista Investment Partners II opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 65,405 shares worth $5.97M. The stake represents 2.34% of the portfolio and ranks #6 among its holdings.

280 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Vista Investment Partners II held 65,405 shares of Avantis US Large Cap Value ETF worth $5.97M as of Q2 2026.
  • Avantis US Large Cap Value ETF was a new Vista Investment Partners II position in Q2 2026.
  • Avantis US Large Cap Value ETF made up 2.34% of Vista Investment Partners II's portfolio in Q2 2026, its #6 holding.
  • 280 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.