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

WCG 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 		$14.1M Sell
154,047
-3,034
-2% -$266K 0.33% 79
2026
Q1 		$12.7M Buy
157,081
+26,466
+20% +$2.15M 0.35% 79
2025
Q4 		$9.9M Sell
130,615
-20,600
-14% -$1.52M 0.28% 88
2025
Q3 		$10.9M Buy
151,215
+4,064
+3% +$287K 0.69% 42
2025
Q2 		$10M Buy
147,151
+555
+0.4% +$35.7K 0.65% 43
2025
Q1 		$9.56M Buy
146,596
+4,137
+3% +$280K 0.73% 39
2024
Q4 		$9.51M Sell
142,459
-46,702
-25% -$3.18M 0.63% 45
2024
Q3 		$12.5M Sell
189,161
-4,558
-2% -$290K 0.84% 32
2024
Q2 		$12.2M Buy
193,719
+44,813
+30% +$2.81M 0.9% 30
2024
Q1 		$9.57M Buy
+148,906
New +$8.92M 0.8% 35

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

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

WCG Wealth Advisors reduced its Avantis US Large Cap Value ETF (AVLV) stake by 1.9% in Q2 2026, selling an estimated $266K and leaving 154,047 shares worth $14.1M. The position accounts for 0.33% of the portfolio, ranked #79.

WCG Wealth Advisors first reported a position in AVLV in Q1 2024 and has held it in 10 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • WCG Wealth Advisors held 154,047 shares of Avantis US Large Cap Value ETF worth $14.1M as of Q2 2026.
  • WCG Wealth Advisors sold 3,034 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $266K.
  • Avantis US Large Cap Value ETF made up 0.33% of WCG Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • WCG Wealth Advisors first reported a position in Avantis US Large Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.