Gradient Capital Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Gradient Capital Advisors’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	$2.14M	Sell	20,796 -693	-3%	-$73.8K	0.5%	50
2026 Q1	$2.15M	Sell	21,489 -486	-2%	-$49.6K	0.56%	45
2025 Q4	$2.06M	Sell	21,975 -381	-2%	-$34.6K	0.53%	45
2025 Q3	$1.99M	Sell	22,356 -724	-3%	-$60.9K	0.53%	46
2025 Q2	$1.83M	Sell	23,080 -952	-4%	-$70.4K	0.54%	46
2025 Q1	$1.68M	Buy	24,032 +1,739	+8%	+$118K	0.55%	43
2024 Q4	$1.45M	Buy	22,293 +1,538	+7%	+$104K	0.47%	49
2024 Q3	$1.47M	Sell	20,755 -424	-2%	-$28.5K	0.49%	50
2024 Q2	$1.38M	Sell	21,179 -451	-2%	-$29.8K	0.49%	48
2024 Q1	$1.42M	Sell	21,630 -80	-0.4%	-$4.99K	0.52%	46
2023 Q4	$1.36M	Buy	21,710 +573	+3%	+$33.4K	0.52%	44
2023 Q3	$1.22M	Buy	21,137 +27	+0.1%	+$1.59K	0.51%	45
2023 Q2	$1.22M	Sell	21,110 -414	-2%	-$24.2K	0.49%	45
2023 Q1	$1.26M	Sell	21,524 -1,403	-6%	-$81.8K	0.54%	42
2022 Q4	$1.27M	Buy	22,927 +444	+2%	+$23.5K	0.58%	41
2022 Q3	$1.07M	Sell	22,483 -1,961	-8%	-$104K	0.51%	45
2022 Q2	$1.29M	Buy	24,444 +1,576	+7%	+$92.5K	0.62%	42
2022 Q1	$1.43M	Buy	22,868 +2,010	+10%	+$126K	0.61%	40
2021 Q4	$1.35M	Buy	20,858 +3,558	+21%	+$231K	0.56%	42
2021 Q3	$1.12M	Buy	17,300 +2,798	+19%	+$183K	0.51%	47
2021 Q2	$939K	Buy	14,502 +2,608	+22%	+$171K	0.44%	48
2021 Q1	$740K	Buy	11,894 +6,624	+126%	+$400K	0.39%	55
2020 Q4	$301K	Buy	+5,270	New	+$273K	0.17%	85

Other funds holding AVDV

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

BWM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Gradient Capital Advisors's AVDV Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Avantis International Small Cap Value ETF (AVDV) stake by 3.2% in Q2 2026, selling an estimated $73.8K and leaving 20,796 shares worth $2.14M. The position accounts for 0.5% of the portfolio, ranked #50.

Gradient Capital Advisors first reported a position in AVDV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.15M in Q1 2026. 149 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Gradient Capital Advisors held 20,796 shares of Avantis International Small Cap Value ETF worth $2.14M as of Q2 2026.
Gradient Capital Advisors sold 693 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $73.8K.
Avantis International Small Cap Value ETF made up 0.5% of Gradient Capital Advisors's portfolio in Q2 2026, its #50 holding.
Gradient Capital Advisors first reported a position in Avantis International Small Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
Gradient Capital Advisors's Avantis International Small Cap Value ETF position peaked at $2.15M in Q1 2026.
149 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.