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Bannerman Wealth Management Group’s Avantis International Equity ETF AVDE Stock Holding History

Bannerman Wealth Management Group’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 		$754K Buy
8,454
+119
+1% +$10.7K 0.44% 20
2026
Q1 		$707K Hold
8,335
– – 0.48% 20
2025
Q4 		$686K Buy
8,335
+3
+0% +$241 0.49% 20
2025
Q3 		$657K Hold
8,332
– – 0.48% 21
2025
Q2 		$617K Sell
8,332
-273
-3% -$19.1K 0.47% 22
2025
Q1 		$570K Sell
8,605
-268
-3% -$17.4K 0.47% 21
2024
Q4 		$545K Buy
+8,873
New +$568K 0.45% 21

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
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
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Bannerman Wealth Management Group's AVDE Position: Q2 2026 in Review

Bannerman Wealth Management Group increased its Avantis International Equity ETF (AVDE) stake by 1.4% in Q2 2026, buying an estimated $10.7K and bringing the position to 8,454 shares worth $754K. The position accounts for 0.44% of the portfolio, ranked #20.

Bannerman Wealth Management Group first reported a position in AVDE in Q4 2024 and has held it in 7 quarters since. 400 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Bannerman Wealth Management Group held 8,454 shares of Avantis International Equity ETF worth $754K as of Q2 2026.
  • Bannerman Wealth Management Group bought 119 Avantis International Equity ETF shares in Q2 2026, an estimated $10.7K.
  • Avantis International Equity ETF made up 0.44% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #20 holding.
  • Bannerman Wealth Management Group first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 400 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.