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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
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

FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 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
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $171M AUM 22.11% 1-Year Est. Return
KCA
Kilner Capital Advisors Gaithersburg, Maryland $117M AUM