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 Q3	$1.58M	Buy	17,431 +1,109	+7%	+$103K	0.41%	66
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 $67.3B AUM 21.9% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

MWM

Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return

Vista Investment Partners's AVLV Position: Q3 2026 in Review

Vista Investment Partners increased its Avantis US Large Cap Value ETF (AVLV) stake by 6.8% in Q3 2026, buying an estimated $103K and bringing the position to 17,431 shares worth $1.58M. The position accounts for 0.41% of the portfolio, ranked #66.

Vista Investment Partners first reported a position in AVLV in Q4 2024 and has held it in 8 quarters since. 105 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

Vista Investment Partners held 17,431 shares of Avantis US Large Cap Value ETF worth $1.58M as of Q3 2026.
Vista Investment Partners bought 1,109 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $103K.
Avantis US Large Cap Value ETF made up 0.41% of Vista Investment Partners's portfolio in Q3 2026, its #66 holding.
Vista Investment Partners first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
105 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.