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Willow Creek Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Willow Creek Wealth Management’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
2025
Q3 		$32.1M Buy
444,586
+26,476
+6% +$1.87M 2.65% 13
2025
Q2 		$28.5M Buy
418,110
+36,396
+10% +$2.34M 2.57% 13
2025
Q1 		$24.9M Buy
381,714
+41,450
+12% +$2.81M 2.42% 13
2024
Q4 		$22.7M Buy
340,264
+25,006
+8% +$1.7M 2.32% 13
2024
Q3 		$20.8M Buy
315,258
+16,571
+6% +$1.05M 2.18% 13
2024
Q2 		$18.8M Buy
298,687
+29,580
+11% +$1.85M 2.13% 14
2024
Q1 		$17.3M Buy
269,107
+34,412
+15% +$2.06M 2.02% 15
2023
Q4 		$13.6M Buy
234,695
+81,278
+53% +$4.37M 1.7% 16
2023
Q3 		$8.08M Buy
153,417
+12,365
+9% +$670K 1.2% 19
2023
Q2 		$7.53M Buy
141,052
+11,759
+9% +$601K 1.07% 19
2023
Q1 		$6.61M Buy
129,293
+30,188
+30% +$1.57M 1.02% 19
2022
Q4 		$4.97M Buy
99,105
+23,240
+31% +$1.17M 0.83% 20
2022
Q3 		$3.37M Buy
75,865
+50,105
+195% +$2.43M 0.65% 22
2022
Q2 		$1.19M Buy
+25,760
New +$1.31M 0.22% 47

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Willow Creek Wealth Management's AVLV Position: Q3 2025 in Review

Willow Creek Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 6.3% in Q3 2025, buying an estimated $1.87M and bringing the position to 444,586 shares worth $32.1M. The position accounts for 2.65% of the portfolio, ranked #13.

Willow Creek Wealth Management first reported a position in AVLV in Q2 2022 and has held it in 14 quarters since. 399 funds tracked by Wall St. Rank hold AVLV as of Q3 2025.

  • Willow Creek Wealth Management held 444,586 shares of Avantis US Large Cap Value ETF worth $32.1M as of Q3 2025.
  • Willow Creek Wealth Management bought 26,476 Avantis US Large Cap Value ETF shares in Q3 2025, an estimated $1.87M.
  • Avantis US Large Cap Value ETF made up 2.65% of Willow Creek Wealth Management's portfolio in Q3 2025, its #13 holding.
  • Willow Creek Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q2 2022 and has held it in 14 quarters since.
  • 399 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.