VAMG
AVLV icon

Voisard Asset Management Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Voisard Asset Management Group’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 		$58M Sell
636,183
-100
-0% -$8.78K 10.98% 2
2026
Q1 		$51.3M Buy
636,283
+15,213
+2% +$1.23M 10.94% 2
2025
Q4 		$47.1M Buy
621,070
+19,010
+3% +$1.4M 10.16% 2
2025
Q3 		$43.5M Buy
602,060
+65,067
+12% +$4.6M 10.07% 2
2025
Q2 		$36.6M Buy
536,993
+72,703
+16% +$4.68M 9.44% 4
2025
Q1 		$30.3M Buy
464,290
+146,456
+46% +$9.93M 8.85% 5
2024
Q4 		$21.2M Buy
317,834
+306,122
+2,614% +$20.8M 7.09% 5
2024
Q3 		$771K Buy
+11,712
New +$746K 0.32% 28

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Voisard Asset Management Group's AVLV Position: Q2 2026 in Review

Voisard Asset Management Group reduced its Avantis US Large Cap Value ETF (AVLV) stake by 0.02% in Q2 2026, selling an estimated $8.78K and leaving 636,183 shares worth $58M. The position accounts for 10.98% of the portfolio, ranked #2.

Voisard Asset Management Group first reported a position in AVLV in Q3 2024 and has held it in 8 quarters since. 178 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Voisard Asset Management Group held 636,183 shares of Avantis US Large Cap Value ETF worth $58M as of Q2 2026.
  • Voisard Asset Management Group sold 100 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $8.78K.
  • Avantis US Large Cap Value ETF made up 10.98% of Voisard Asset Management Group's portfolio in Q2 2026, its #2 holding.
  • Voisard Asset Management Group first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 178 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.