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Divergent Planning’s Avantis International Equity ETF AVDE Stock Holding History

Divergent Planning’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
2025
Q4 		$9.12M Buy
109,710
+2,149
+2% +$172K 2.33% 12
2025
Q3 		$8.6M Buy
107,561
+20,736
+24% +$1.58M 2.29% 12
2025
Q2 		$6.42M Buy
+86,825
New +$6.07M 1.9% 12

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Divergent Planning's AVDE Position: Q4 2025 in Review

Divergent Planning increased its Avantis International Equity ETF (AVDE) stake by 2% in Q4 2025, buying an estimated $172K and bringing the position to 109,710 shares worth $9.12M. The position accounts for 2.33% of the portfolio, ranked #12.

Divergent Planning first reported a position in AVDE in Q2 2025 and has held it in 3 quarters since. 612 funds tracked by Wall St. Rank hold AVDE as of Q4 2025.

  • Divergent Planning held 109,710 shares of Avantis International Equity ETF worth $9.12M as of Q4 2025.
  • Divergent Planning bought 2,149 Avantis International Equity ETF shares in Q4 2025, an estimated $172K.
  • Avantis International Equity ETF made up 2.33% of Divergent Planning's portfolio in Q4 2025, its #12 holding.
  • Divergent Planning first reported a position in Avantis International Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • 612 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.