WJ Interests
AVLV icon

WJ Interests’s Avantis US Large Cap Value ETF AVLV Stock Holding History

WJ Interests’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 		$23.3M Buy
257,673
+11,367
+5% +$1.05M 8.39% 3
2026
Q2 		$22.5M Buy
246,306
+67,378
+38% +$5.92M 8.66% 3
2026
Q1 		$14.4M Buy
178,928
+6,549
+4% +$531K 5.54% 9
2025
Q4 		$13.1M Sell
172,379
-17,125
-9% -$1.26M 5.62% 9
2025
Q3 		$13.7M Sell
189,504
-53,258
-22% -$3.76M 5.53% 9
2025
Q2 		$16.6M Sell
242,762
-2,175
-0.9% -$140K 7.08% 7
2025
Q1 		$16M Buy
244,937
+24,638
+11% +$1.67M 7.43% 7
2024
Q4 		$14.7M Buy
220,299
+11,282
+5% +$768K 7.1% 7
2024
Q3 		$13.8M Buy
209,017
+6,931
+3% +$441K 6.07% 8
2024
Q2 		$12.7M Buy
202,086
+12,806
+7% +$803K 6.32% 7
2024
Q1 		$12.2M Buy
189,280
+7,797
+4% +$467K 6.42% 7
2023
Q4 		$10.5M Buy
181,483
+23,937
+15% +$1.29M 6.61% 6
2023
Q3 		$8.3M Buy
157,546
+291
+0.2% +$15.8K 5.77% 8
2023
Q2 		$8.58M Sell
157,255
-1,849
-1% -$94.4K 5.66% 8
2023
Q1 		$8.2M Buy
159,104
+9,095
+6% +$472K 5.67% 8
2022
Q4 		$7.53M Buy
+150,009
New +$7.52M 6.25% 7

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Nixon Peabody Trust
Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

WJ Interests's AVLV Position: Q3 2026 in Review

WJ Interests increased its Avantis US Large Cap Value ETF (AVLV) stake by 4.6% in Q3 2026, buying an estimated $1.05M and bringing the position to 257,673 shares worth $23.3M. The position accounts for 8.39% of the portfolio, ranked #3.

WJ Interests first reported a position in AVLV in Q4 2022 and has held it in 16 quarters since. 197 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

  • WJ Interests held 257,673 shares of Avantis US Large Cap Value ETF worth $23.3M as of Q3 2026.
  • WJ Interests bought 11,367 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $1.05M.
  • Avantis US Large Cap Value ETF made up 8.39% of WJ Interests's portfolio in Q3 2026, its #3 holding.
  • WJ Interests first reported a position in Avantis US Large Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • 197 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on WJ Interests's 13F filing for Q3 2026, filed 14 Oct 2026.