CHWM
AVDE icon

Cauble & Harre Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Cauble & Harre Wealth Management’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 		$3.6M Buy
40,353
+730
+2% +$65.5K 2.89% 11
2026
Q1 		$3.6M Buy
39,623
+11,964
+43% +$1.04M 2.87% 12
2025
Q4 		$2.28M Buy
+27,659
New +$2.22M 1.91% 15

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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 22.96% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cauble & Harre Wealth Management's AVDE Position: Q2 2026 in Review

Cauble & Harre Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 1.8% in Q2 2026, buying an estimated $65.5K and bringing the position to 40,353 shares worth $3.6M. The position accounts for 2.89% of the portfolio, ranked #11.

Cauble & Harre Wealth Management first reported a position in AVDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.6M in Q1 2026. 723 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Cauble & Harre Wealth Management held 40,353 shares of Avantis International Equity ETF worth $3.6M as of Q2 2026.
  • Cauble & Harre Wealth Management bought 730 Avantis International Equity ETF shares in Q2 2026, an estimated $65.5K.
  • Avantis International Equity ETF made up 2.89% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Cauble & Harre Wealth Management first reported a position in Avantis International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's Avantis International Equity ETF position peaked at $3.6M in Q1 2026.
  • 723 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.