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Green Ridge Wealth Planning’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Green Ridge Wealth Planning’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 		$3.37M Buy
32,691
+11,765
+56% +$1.25M 1.42% 20
2026
Q1 		$2.09M Buy
+20,926
New +$2.14M 1.1% 24

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

Green Ridge Wealth Planning's AVDV Position: Q2 2026 in Review

Green Ridge Wealth Planning increased its Avantis International Small Cap Value ETF (AVDV) stake by 56% in Q2 2026, buying an estimated $1.25M and bringing the position to 32,691 shares worth $3.37M. The position accounts for 1.42% of the portfolio, ranked #20.

Green Ridge Wealth Planning first reported a position in AVDV in Q1 2026 and has held it in 2 quarters since. 706 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Green Ridge Wealth Planning held 32,691 shares of Avantis International Small Cap Value ETF worth $3.37M as of Q2 2026.
  • Green Ridge Wealth Planning bought 11,765 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $1.25M.
  • Avantis International Small Cap Value ETF made up 1.42% of Green Ridge Wealth Planning's portfolio in Q2 2026, its #20 holding.
  • Green Ridge Wealth Planning first reported a position in Avantis International Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 706 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q2 2026, filed 8 Jul 2026.