Ancora Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Ancora Advisors’s Portfolio AVDV Stock Details AVDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.02M	Buy	10,171 +6,486	+176%	+$662K	0.02%	404
2025 Q4	$346K	Hold	3,685	–	–	0.01%	614
2025 Q3	$328K	Hold	3,685	–	–	0.01%	622
2025 Q2	$292K	Hold	3,685	–	–	0.01%	653
2025 Q1	$257K	Hold	3,685	–	–	0.01%	663
2024 Q4	$240K	Hold	3,685	–	–	0.01%	675
2024 Q3	$260K	Hold	3,685	–	–	0.01%	636
2024 Q2	$239K	Buy	3,685 +225	+7%	+$14.9K	0.01%	626
2024 Q1	$228K	Hold	3,460	–	–	0.01%	652
2023 Q4	$216K	Buy	3,460 +660	+24%	+$38.4K	0.01%	655
2023 Q3	$162K	Hold	2,800	–	–	﹤0.01%	702
2023 Q2	$161K	Hold	2,800	–	–	﹤0.01%	695
2023 Q1	$164K	Hold	2,800	–	–	﹤0.01%	688
2022 Q4	$155K	Buy	+2,800	New	+$148K	﹤0.01%	726

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Ancora Advisors's AVDV Position: Q1 2026 in Review

Ancora Advisors increased its Avantis International Small Cap Value ETF (AVDV) stake by 176% in Q1 2026, buying an estimated $662K and bringing the position to 10,171 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #404.

Ancora Advisors first reported a position in AVDV in Q4 2022 and has held it in 14 quarters since. 655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

Ancora Advisors held 10,171 shares of Avantis International Small Cap Value ETF worth $1.02M as of Q1 2026.
Ancora Advisors bought 6,486 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $662K.
Avantis International Small Cap Value ETF made up 0.02% of Ancora Advisors's portfolio in Q1 2026, its #404 holding.
Ancora Advisors first reported a position in Avantis International Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.