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

Vista Investment 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	$1.49M	Buy	16,322 +232	+1%	+$20.4K	0.37%	70
2026 Q1	$1.3M	Sell	16,090 -233	-1%	-$18.9K	0.34%	78
2025 Q4	$1.24M	Sell	16,323 -448	-3%	-$33K	0.32%	81
2025 Q3	$1.21M	Buy	16,771 +1,238	+8%	+$87.4K	0.34%	76
2025 Q2	$1.06M	Buy	15,533 +2,208	+17%	+$142K	0.31%	78
2025 Q1	$869K	Buy	13,325 +7,635	+134%	+$518K	0.26%	83
2024 Q4	$380K	Buy	+5,690	New	+$387K	0.12%	123

Other funds holding AVLV

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Vista Investment Partners increased its Avantis US Large Cap Value ETF (AVLV) stake by 1.4% in Q2 2026, buying an estimated $20.4K and bringing the position to 16,322 shares worth $1.49M. The position accounts for 0.37% of the portfolio, ranked #70.

Vista Investment Partners first reported a position in AVLV in Q4 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Vista Investment Partners held 16,322 shares of Avantis US Large Cap Value ETF worth $1.49M as of Q2 2026.
Vista Investment Partners bought 232 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $20.4K.
Avantis US Large Cap Value ETF made up 0.37% of Vista Investment Partners's portfolio in Q2 2026, its #70 holding.
Vista Investment Partners first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
208 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.