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Herold Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Herold Advisors’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$864K Buy
11,143
+3,628
+48% +$284K 0.17% 131
2026
Q1 		$562K Buy
7,515
+1,164
+18% +$88.1K 0.12% 166
2025
Q4 		$452K Buy
6,351
+1,000
+19% +$69K 0.1% 179
2025
Q3 		$361K Buy
+5,351
New +$347K 0.08% 186

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Herold Advisors's AVIV Position: Q2 2026 in Review

Herold Advisors increased its Avantis International Large Cap Value ETF (AVIV) stake by 48% in Q2 2026, buying an estimated $284K and bringing the position to 11,143 shares worth $864K. The position accounts for 0.17% of the portfolio, ranked #131.

Herold Advisors first reported a position in AVIV in Q3 2025 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Herold Advisors held 11,143 shares of Avantis International Large Cap Value ETF worth $864K as of Q2 2026.
  • Herold Advisors bought 3,628 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $284K.
  • Avantis International Large Cap Value ETF made up 0.17% of Herold Advisors's portfolio in Q2 2026, its #131 holding.
  • Herold Advisors first reported a position in Avantis International Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.