Heirloom Wealth Management
AVDE icon

Heirloom Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Heirloom Wealth Management’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
2026
Q3 		$28.7M Buy
318,868
+266,044
+504% +$24.5M 3.73% 9
2026
Q2 		$4.71M Buy
52,824
+6,807
+15% +$610K 0.68% 28
2026
Q1 		$3.9M Buy
46,017
+8,956
+24% +$778K 0.7% 27
2025
Q4 		$3.05M Buy
37,061
+2,731
+8% +$219K 0.71% 25
2025
Q3 		$2.71M Buy
+34,330
New +$2.61M 0.65% 24

Other funds holding AVDE

American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Heirloom Wealth Management's AVDE Position: Q3 2026 in Review

Heirloom Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 504% in Q3 2026, buying an estimated $24.5M and bringing the position to 318,868 shares worth $28.7M. The position accounts for 3.73% of the portfolio, ranked #9.

Heirloom Wealth Management first reported a position in AVDE in Q3 2025 and has held it in 5 quarters since. 640 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • Heirloom Wealth Management held 318,868 shares of Avantis International Equity ETF worth $28.7M as of Q3 2026.
  • Heirloom Wealth Management bought 266,044 Avantis International Equity ETF shares in Q3 2026, an estimated $24.5M.
  • Avantis International Equity ETF made up 3.73% of Heirloom Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Heirloom Wealth Management first reported a position in Avantis International Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 640 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.