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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
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

AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Heritage Wealth Architects's AVDS Position: Q2 2026 in Review

Heritage Wealth Architects increased its Avantis International Small Cap Equity ETF (AVDS) stake by 6.5% in Q2 2026, buying an estimated $218K and bringing the position to 46,214 shares worth $3.47M. The position accounts for 1.38% of the portfolio, ranked #11.

Heritage Wealth Architects first reported a position in AVDS in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold AVDS as of Q2 2026.

  • Heritage Wealth Architects held 46,214 shares of Avantis International Small Cap Equity ETF worth $3.47M as of Q2 2026.
  • Heritage Wealth Architects bought 2,840 Avantis International Small Cap Equity ETF shares in Q2 2026, an estimated $218K.
  • Avantis International Small Cap Equity ETF made up 1.38% of Heritage Wealth Architects's portfolio in Q2 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 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.