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Websterrogers Financial Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Websterrogers Financial 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 		$16.6M Sell
181,790
-1,011
-0.6% -$88.8K 4.25% 6
2026
Q1 		$14.7M Buy
182,801
+3,412
+2% +$277K 4.22% 8
2025
Q4 		$13.6M Sell
179,389
-4,034
-2% -$297K 3.95% 9
2025
Q3 		$13.3M Sell
183,423
-8,003
-4% -$565K 3.98% 8
2025
Q2 		$13.1M Buy
191,426
+145
+0.1% +$9.34K 4.15% 7
2025
Q1 		$12.5M Sell
191,281
-109,541
-36% -$7.43M 4.26% 7
2024
Q4 		$20.1M Buy
300,822
+1,177
+0.4% +$80.1K 6.98% 3
2024
Q3 		$19.7M Sell
299,645
-4,791
-2% -$305K 6.9% 3
2024
Q2 		$19.1M Buy
304,436
+3,680
+1% +$231K 6.81% 3
2024
Q1 		$19.3M Buy
300,756
+24,329
+9% +$1.46M 6.87% 3
2023
Q4 		$16M Sell
276,427
-42,714
-13% -$2.3M 6.66% 3
2023
Q3 		$16.8M Sell
319,141
-307,961
-49% -$16.7M 7.39% 3
2023
Q2 		$18.1M Buy
627,102
+359,517
+134% +$18.4M 7.86% 2
2023
Q1 		$13.7M Buy
267,585
+23,743
+10% +$1.23M 6.29% 4
2022
Q4 		$12.2M Buy
+243,842
New +$12.2M 5.93% 4

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
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
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
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Websterrogers Financial Advisors's AVLV Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Avantis US Large Cap Value ETF (AVLV) stake by 0.55% in Q2 2026, selling an estimated $88.8K and leaving 181,790 shares worth $16.6M. The position accounts for 4.25% of the portfolio, ranked #6.

Websterrogers Financial Advisors first reported a position in AVLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.1M in Q4 2024. 106 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Websterrogers Financial Advisors held 181,790 shares of Avantis US Large Cap Value ETF worth $16.6M as of Q2 2026.
  • Websterrogers Financial Advisors sold 1,011 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $88.8K.
  • Avantis US Large Cap Value ETF made up 4.25% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Websterrogers Financial Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Websterrogers Financial Advisors's Avantis US Large Cap Value ETF position peaked at $20.1M in Q4 2024.
  • 106 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.