CWM
AVDV icon

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

Congress 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
2025
Q2 		$226K Buy
+2,847
New +$211K ﹤0.01% 1125

Other funds holding AVDV

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 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
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Congress Wealth Management's AVDV Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q2 2025: 2,847 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1125 among its holdings.

475 funds tracked by Wall St. Rank hold AVDV as of Q2 2025.

  • Congress Wealth Management held 2,847 shares of Avantis International Small Cap Value ETF worth $226K as of Q2 2025.
  • Avantis International Small Cap Value ETF was a new Congress Wealth Management position in Q2 2025.
  • Avantis International Small Cap Value ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1125 holding.
  • 475 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.