White Pine Investment Company’s Avantis US Large Cap Value ETF AVLV Stock Holding History

White Pine Investment Company’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	$7.67M	Sell	84,821 -117	-0.1%	-$10.9K	1.6%	31
2026 Q2	$7.75M	Buy	84,938 +515	+0.6%	+$45.2K	1.65%	30
2026 Q1	$6.8M	Buy	84,423 +1,907	+2%	+$155K	1.58%	31
2025 Q4	$6.25M	Buy	82,516 +1,355	+2%	+$99.7K	1.47%	32
2025 Q3	$5.87M	Buy	81,161 +3,858	+5%	+$272K	1.39%	33
2025 Q2	$5.27M	Buy	+77,303	New	+$4.98M	1.32%	36

Other funds holding AVLV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

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

MWM

Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

White Pine Investment Company's AVLV Position: Q3 2026 in Review

White Pine Investment Company reduced its Avantis US Large Cap Value ETF (AVLV) stake by 0.14% in Q3 2026, selling an estimated $10.9K and leaving 84,821 shares worth $7.67M. The position accounts for 1.6% of the portfolio, ranked #31.

White Pine Investment Company first reported a position in AVLV in Q2 2025 and has held it in 6 quarters since. The position peaked at $7.75M in Q2 2026. 94 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

White Pine Investment Company held 84,821 shares of Avantis US Large Cap Value ETF worth $7.67M as of Q3 2026.
White Pine Investment Company sold 117 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $10.9K.
Avantis US Large Cap Value ETF made up 1.6% of White Pine Investment Company's portfolio in Q3 2026, its #31 holding.
White Pine Investment Company first reported a position in Avantis US Large Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
White Pine Investment Company's Avantis US Large Cap Value ETF position peaked at $7.75M in Q2 2026.
94 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on White Pine Investment Company's 13F filing for Q3 2026, filed 15 Oct 2026.