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 Q2	$40.8M	Buy	457,745 +28,048	+7%	+$2.52M	3.7%	6
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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

CVA Family Office increased its Avantis International Equity ETF (AVDE) stake by 6.5% in Q2 2026, buying an estimated $2.52M and bringing the position to 457,745 shares worth $40.8M. The position accounts for 3.7% of the portfolio, ranked #6.

CVA Family Office first reported a position in AVDE in Q3 2022 and has held it in 16 quarters since. 726 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

CVA Family Office held 457,745 shares of Avantis International Equity ETF worth $40.8M as of Q2 2026.
CVA Family Office bought 28,048 Avantis International Equity ETF shares in Q2 2026, an estimated $2.52M.
Avantis International Equity ETF made up 3.7% of CVA Family Office's portfolio in Q2 2026, its #6 holding.
CVA Family Office first reported a position in Avantis International Equity ETF in Q3 2022 and has held it in 16 quarters since.
726 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.