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

Destination 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
2026
Q2 		$420K Hold
4,078
– – 0.01% 237
2026
Q1 		$407K Buy
4,078
+677
+20% +$69.1K 0.01% 225
2025
Q4 		$320K Sell
3,401
-158
-4% -$14.3K 0.01% 243
2025
Q3 		$317K Buy
3,559
+158
+5% +$13.3K 0.01% 219
2025
Q2 		$270K Buy
+3,401
New +$252K 0.01% 223

Other funds holding AVDV

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

Destination Wealth Management's AVDV Position: Q2 2026 in Review

Destination Wealth Management held its Avantis International Small Cap Value ETF (AVDV) position steady in Q2 2026 at 4,078 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #237.

Destination Wealth Management first reported a position in AVDV in Q2 2025 and has held it in 5 quarters since. 708 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Destination Wealth Management held 4,078 shares of Avantis International Small Cap Value ETF worth $420K as of Q2 2026.
  • Destination Wealth Management left its Avantis International Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis International Small Cap Value ETF made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Destination Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 708 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.