Aurelius Family Office’s Avantis International Equity ETF AVDE Stock Holding History

Aurelius Family Office’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 Q2	$1.18M	Sell	13,218 -405	-3%	-$36.3K	0.46%	29
2026 Q1	$1.16M	Sell	13,623 -1,479	-10%	-$129K	0.5%	27
2025 Q4	$1.27M	Sell	15,102 -829	-5%	-$66.5K	0.55%	27
2025 Q3	$1.26M	Sell	15,931 -738	-4%	-$56.2K	0.56%	26
2025 Q2	$1.23M	Sell	16,669 -615	-4%	-$43K	0.58%	26
2025 Q1	$1.15M	Sell	17,284 -1,587	-8%	-$103K	0.58%	26
2024 Q4	$1.16M	Buy	+18,871	New	+$1.21M	0.58%	26

Other funds holding AVDE

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Aurelius Family Office's AVDE Position: Q2 2026 in Review

Aurelius Family Office reduced its Avantis International Equity ETF (AVDE) stake by 3% in Q2 2026, selling an estimated $36.3K and leaving 13,218 shares worth $1.18M. The position accounts for 0.46% of the portfolio, ranked #29.

Aurelius Family Office first reported a position in AVDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q4 2025. 231 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Aurelius Family Office held 13,218 shares of Avantis International Equity ETF worth $1.18M as of Q2 2026.
Aurelius Family Office sold 405 Avantis International Equity ETF shares in Q2 2026, an estimated $36.3K.
Avantis International Equity ETF made up 0.46% of Aurelius Family Office's portfolio in Q2 2026, its #29 holding.
Aurelius Family Office first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 7 quarters since.
Aurelius Family Office's Avantis International Equity ETF position peaked at $1.27M in Q4 2025.
231 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.