AGH Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

AGH Wealth Advisors’s Portfolio AVDE Stock Details AVDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.79M	Buy	97,545 +4,026	+4%	+$370K	5.1%	3
2026 Q2	$8.34M	Buy	93,519 +4,404	+5%	+$395K	5.26%	3
2026 Q1	$7.56M	Sell	89,115 -29,764	-25%	-$2.59M	5.57%	3
2025 Q4	$9.8M	Buy	118,879 +1,867	+2%	+$150K	7.35%	2
2025 Q3	$9.23M	Buy	117,012 +2,715	+2%	+$207K	6.77%	2
2025 Q2	$8.46M	Buy	114,297 +517	+0.5%	+$36.2K	6.97%	2
2025 Q1	$7.54M	Buy	113,780 +39,858	+54%	+$2.59M	7.27%	1
2024 Q4	$4.54M	Buy	+73,922	New	+$4.73M	4.2%	5

Other funds holding AVDE

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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

AGH Wealth Advisors's AVDE Position: Q3 2026 in Review

AGH Wealth Advisors increased its Avantis International Equity ETF (AVDE) stake by 4.3% in Q3 2026, buying an estimated $370K and bringing the position to 97,545 shares worth $8.79M. The position accounts for 5.1% of the portfolio, ranked #3.

AGH Wealth Advisors first reported a position in AVDE in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.8M in Q4 2025. 311 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

AGH Wealth Advisors held 97,545 shares of Avantis International Equity ETF worth $8.79M as of Q3 2026.
AGH Wealth Advisors bought 4,026 Avantis International Equity ETF shares in Q3 2026, an estimated $370K.
Avantis International Equity ETF made up 5.1% of AGH Wealth Advisors's portfolio in Q3 2026, its #3 holding.
AGH Wealth Advisors first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 8 quarters since.
AGH Wealth Advisors's Avantis International Equity ETF position peaked at $9.8M in Q4 2025.
311 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.