CFO
AVDE icon

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

CVA 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
Q1 		$36.5M Buy
429,697
+72,639
+20% +$6.31M 3.84% 5
2025
Q4 		$29.4M Buy
357,058
+80,330
+29% +$6.44M 3.38% 5
2025
Q3 		$21.8M Buy
276,728
+41,364
+18% +$3.15M 2.81% 7
2025
Q2 		$17.4M Buy
235,364
+22,096
+10% +$1.55M 2.45% 7
2025
Q1 		$14.1M Buy
213,268
+45,525
+27% +$2.96M 2.17% 8
2024
Q4 		$10.3M Buy
167,743
+18,669
+13% +$1.19M 1.63% 12
2024
Q3 		$9.99M Buy
149,074
+1,718
+1% +$110K 1.62% 11
2024
Q2 		$9.17M Sell
147,356
-2,067
-1% -$131K 1.65% 13
2024
Q1 		$9.52M Sell
149,423
-1,695
-1% -$103K 1.7% 11
2023
Q4 		$9.13M Buy
151,118
+2,394
+2% +$136K 1.78% 12
2023
Q3 		$8.28M Buy
148,724
+18,042
+14% +$1.04M 1.89% 12
2023
Q2 		$7.5M Buy
130,682
+13,363
+11% +$772K 1.57% 14
2023
Q1 		$6.69M Buy
117,319
+33,204
+39% +$1.87M 1.49% 15
2022
Q4 		$4.47M Buy
84,115
+34,715
+70% +$1.77M 1.09% 22
2022
Q3 		$2.25M Buy
+49,400
New +$2.51M 0.61% 43

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CVA Family Office's AVDE Position: Q1 2026 in Review

CVA Family Office increased its Avantis International Equity ETF (AVDE) stake by 20% in Q1 2026, buying an estimated $6.31M and bringing the position to 429,697 shares worth $36.5M. The position accounts for 3.84% of the portfolio, ranked #5.

CVA Family Office first reported a position in AVDE in Q3 2022 and has held it in 15 quarters since. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • CVA Family Office held 429,697 shares of Avantis International Equity ETF worth $36.5M as of Q1 2026.
  • CVA Family Office bought 72,639 Avantis International Equity ETF shares in Q1 2026, an estimated $6.31M.
  • Avantis International Equity ETF made up 3.84% of CVA Family Office's portfolio in Q1 2026, its #5 holding.
  • CVA Family Office first reported a position in Avantis International Equity ETF in Q3 2022 and has held it in 15 quarters since.
  • 671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.