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

Fonville 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 		$15M Buy
145,825
+9,199
+7% +$979K 2.45% 15
2026
Q1 		$13.6M Buy
136,626
+11,215
+9% +$1.14M 2.6% 13
2025
Q4 		$11.8M Buy
125,411
+14,227
+13% +$1.29M 2.41% 12
2025
Q3 		$9.9M Buy
111,184
+7,861
+8% +$661K 2.23% 15
2025
Q2 		$8.19M Buy
103,323
+11,478
+12% +$849K 2.07% 17
2025
Q1 		$6.44M Buy
91,845
+6,134
+7% +$417K 1.9% 18
2024
Q4 		$5.58M Buy
85,711
+9,918
+13% +$668K 1.84% 18
2024
Q3 		$5.36M Buy
75,793
+2,720
+4% +$183K 1.85% 18
2024
Q2 		$4.75M Buy
73,073
+6,326
+9% +$418K 1.88% 17
2024
Q1 		$4.4M Buy
66,747
+8,546
+15% +$533K 1.95% 16
2023
Q4 		$3.64M Buy
+58,201
New +$3.39M 1.93% 17

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

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

Fonville Wealth Management increased its Avantis International Small Cap Value ETF (AVDV) stake by 6.7% in Q2 2026, buying an estimated $979K and bringing the position to 145,825 shares worth $15M. The position accounts for 2.45% of the portfolio, ranked #15.

Fonville Wealth Management first reported a position in AVDV in Q4 2023 and has held it in 11 quarters since. 708 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Fonville Wealth Management held 145,825 shares of Avantis International Small Cap Value ETF worth $15M as of Q2 2026.
  • Fonville Wealth Management bought 9,199 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $979K.
  • Avantis International Small Cap Value ETF made up 2.45% of Fonville Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Fonville Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 708 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.