AWM
AVDV icon

Angeles Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Angeles Wealth Management’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
Q2 		$225K Buy
2,187
+1,255
+135% +$134K 0.01% 458
2026
Q1 		$93.1K Hold
932
– – 0.01% 451
2025
Q4 		$87.6K Sell
932
-1,317
-59% -$119K ﹤0.01% 404
2025
Q3 		$200K Hold
2,249
– – 0.01% 338
2025
Q2 		$178K Buy
2,249
+1,317
+141% +$97.4K 0.01% 341
2025
Q1 		$65K Sell
932
-764
-45% -$51.9K 0.01% 321
2024
Q4 		$110K Hold
1,696
– – 0.01% 316
2024
Q3 		$120K Buy
+1,696
New +$114K 0.01% 276
2024
Q2 		– Sell
-388
Closed -$25.6K – 307
2024
Q1 		$25.6K Buy
+388
New +$24.2K ﹤0.01% 267

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Angeles Wealth Management's AVDV Position: Q2 2026 in Review

Angeles Wealth Management increased its Avantis International Small Cap Value ETF (AVDV) stake by 135% in Q2 2026, buying an estimated $134K and bringing the position to 2,187 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #458.

Angeles Wealth Management first reported a position in AVDV in Q1 2024 and has held it in 9 quarters since. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Angeles Wealth Management held 2,187 shares of Avantis International Small Cap Value ETF worth $225K as of Q2 2026.
  • Angeles Wealth Management bought 1,255 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $134K.
  • Avantis International Small Cap Value ETF made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #458 holding.
  • Angeles Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.