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Wedmont Private Capital’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Wedmont Private Capital’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 		$2.29M Buy
24,732
+356
+1% +$33K 0.05% 188
2026
Q2 		$2.23M Buy
24,376
+3,745
+18% +$329K 0.06% 168
2026
Q1 		$1.72M Buy
20,631
+145
+0.7% +$11.8K 0.06% 193
2025
Q4 		$1.59M Buy
20,486
+7
+0% +$515 0.06% 195
2025
Q3 		$1.48M Buy
20,479
+5
+0% +$353 0.05% 207
2025
Q2 		$1.42M Sell
20,474
-764
-4% -$49.2K 0.06% 203
2025
Q1 		$1.28M Buy
21,238
+1,965
+10% +$133K 0.07% 188
2024
Q4 		$1.29M Buy
19,273
+249
+1% +$16.9K 0.07% 178
2024
Q3 		$1.25M Buy
19,024
+11
+0.1% +$700 0.07% 170
2024
Q2 		$1.22M Buy
19,013
+7,174
+61% +$450K 0.08% 161
2024
Q1 		$755K Buy
11,839
+41
+0.3% +$2.46K 0.06% 239
2023
Q4 		$679K Buy
11,798
+14
+0.1% +$753 0.06% 233
2023
Q3 		$620K Buy
11,784
+12
+0.1% +$650 0.06% 215
2023
Q2 		$634K Buy
11,772
+62
+0.5% +$3.17K 0.07% 198
2023
Q1 		$599K Buy
11,710
+11
+0.1% +$571 0.08% 190
2022
Q4 		$604K Buy
11,699
+3,280
+39% +$164K 0.09% 171
2022
Q3 		$374K Buy
+8,419
New +$408K 0.08% 204

Other funds holding AVLV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
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
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Wedmont Private Capital's AVLV Position: Q3 2026 in Review

Wedmont Private Capital increased its Avantis US Large Cap Value ETF (AVLV) stake by 1.5% in Q3 2026, buying an estimated $33K and bringing the position to 24,732 shares worth $2.29M. The position accounts for 0.05% of the portfolio, ranked #188.

Wedmont Private Capital first reported a position in AVLV in Q3 2022 and has held it in 17 quarters since. 31 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

  • Wedmont Private Capital held 24,732 shares of Avantis US Large Cap Value ETF worth $2.29M as of Q3 2026.
  • Wedmont Private Capital bought 356 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $33K.
  • Avantis US Large Cap Value ETF made up 0.05% of Wedmont Private Capital's portfolio in Q3 2026, its #188 holding.
  • Wedmont Private Capital first reported a position in Avantis US Large Cap Value ETF in Q3 2022 and has held it in 17 quarters since.
  • 31 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.