Heritage Wealth Architects
AVDE icon

Heritage Wealth Architects’s Avantis International Equity ETF AVDE Stock Holding History

Heritage Wealth Architects’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 		$17M Buy
188,089
+1,359
+0.7% +$125K 6.91% 5
2026
Q2 		$16.7M Buy
186,730
+12,218
+7% +$1.1M 6.64% 5
2026
Q1 		$15.6M Buy
174,512
+34,969
+25% +$3.04M 6.51% 5
2025
Q4 		$12.1M Buy
139,543
+29,782
+27% +$2.39M 5.65% 6
2025
Q3 		$8.66M Buy
109,761
+15,568
+17% +$1.19M 5.33% 6
2025
Q2 		$6.97M Buy
94,193
+879
+0.9% +$61.5K 5.13% 6
2025
Q1 		$6.18M Buy
+93,314
New +$6.07M 6.01% 5

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Bank of New York Mellon
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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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 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

Heritage Wealth Architects's AVDE Position: Q3 2026 in Review

Heritage Wealth Architects increased its Avantis International Equity ETF (AVDE) stake by 0.73% in Q3 2026, buying an estimated $125K and bringing the position to 188,089 shares worth $17M. The position accounts for 6.91% of the portfolio, ranked #5.

Heritage Wealth Architects first reported a position in AVDE in Q1 2025 and has held it in 7 quarters since. 700 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • Heritage Wealth Architects held 188,089 shares of Avantis International Equity ETF worth $17M as of Q3 2026.
  • Heritage Wealth Architects bought 1,359 Avantis International Equity ETF shares in Q3 2026, an estimated $125K.
  • Avantis International Equity ETF made up 6.91% of Heritage Wealth Architects's portfolio in Q3 2026, its #5 holding.
  • Heritage Wealth Architects first reported a position in Avantis International Equity ETF in Q1 2025 and has held it in 7 quarters since.
  • 700 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.