Heritage Wealth Architects
AVDS icon

Heritage Wealth Architects’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Heritage Wealth Architects’s Portfolio AVDS Stock Details AVDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.71M Buy
47,538
+1,324
+3% +$104K 1.51% 11
2026
Q2 		$3.47M Buy
46,214
+2,840
+7% +$218K 1.38% 11
2026
Q1 		$3.33M Buy
+43,374
New +$3.23M 1.39% 11

Other funds holding AVDS

Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Nvest Wealth Strategies
Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Absolute Capital Management
Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return

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

Heritage Wealth Architects increased its Avantis International Small Cap Equity ETF (AVDS) stake by 2.9% in Q3 2026, buying an estimated $104K and bringing the position to 47,538 shares worth $3.71M. The position accounts for 1.51% of the portfolio, ranked #11.

Heritage Wealth Architects first reported a position in AVDS in Q1 2026 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold AVDS as of Q3 2026.

  • Heritage Wealth Architects held 47,538 shares of Avantis International Small Cap Equity ETF worth $3.71M as of Q3 2026.
  • Heritage Wealth Architects bought 1,324 Avantis International Small Cap Equity ETF shares in Q3 2026, an estimated $104K.
  • Avantis International Small Cap Equity ETF made up 1.51% of Heritage Wealth Architects's portfolio in Q3 2026, its #11 holding.
  • Heritage Wealth Architects first reported a position in Avantis International Small Cap Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q3 2026.

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