William Howard & Co Financial Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

William Howard & Co 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	$346K	Buy	3,793 +12	+0.3%	+$1.05K	0.27%	42
2026 Q1	$305K	Buy	3,781 +10	+0.3%	+$811	0.26%	41
2025 Q4	$286K	Buy	3,771 +14	+0.4%	+$1.03K	0.24%	43
2025 Q3	$271K	Buy	3,757 +10	+0.3%	+$706	0.23%	43
2025 Q2	$256K	Buy	3,747 +15	+0.4%	+$966	0.22%	48
2025 Q1	$243K	Buy	3,732 +15	+0.4%	+$1.02K	0.23%	44
2024 Q4	$248K	Buy	3,717 +17	+0.5%	+$1.16K	0.22%	42
2024 Q3	$244K	Buy	3,700 +15	+0.4%	+$955	0.21%	43
2024 Q2	$232K	Buy	3,685 +16	+0.4%	+$1K	0.21%	40
2024 Q1	$236K	Buy	+3,669	New	+$220K	0.22%	37

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

William Howard & Co Financial Advisors's AVLV Position: Q2 2026 in Review

William Howard & Co Financial Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 0.32% in Q2 2026, buying an estimated $1.05K and bringing the position to 3,793 shares worth $346K. The position accounts for 0.27% of the portfolio, ranked #42.

William Howard & Co Financial 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.

William Howard & Co Financial Advisors held 3,793 shares of Avantis US Large Cap Value ETF worth $346K as of Q2 2026.
William Howard & Co Financial Advisors bought 12 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $1.05K.
Avantis US Large Cap Value ETF made up 0.27% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #42 holding.
William Howard & Co Financial 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 William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.