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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
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 $194B AUM 35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Herold Advisors's AVIV Position: Q1 2026 in Review

Herold Advisors increased its Avantis International Large Cap Value ETF (AVIV) stake by 18% in Q1 2026, buying an estimated $88.1K and bringing the position to 7,515 shares worth $562K. The position accounts for 0.12% of the portfolio, ranked #166.

Herold Advisors first reported a position in AVIV in Q3 2025 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

  • Herold Advisors held 7,515 shares of Avantis International Large Cap Value ETF worth $562K as of Q1 2026.
  • Herold Advisors bought 1,164 Avantis International Large Cap Value ETF shares in Q1 2026, an estimated $88.1K.
  • Avantis International Large Cap Value ETF made up 0.12% of Herold Advisors's portfolio in Q1 2026, its #166 holding.
  • Herold Advisors first reported a position in Avantis International Large Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 183 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.