HNWAG
AVDE icon

High Net Worth Advisory Group’s Avantis International Equity ETF AVDE Stock Holding History

High Net Worth Advisory Group’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
Q1 		$389K Buy
4,580
+1,766
+63% +$153K 0.09% 171
2025
Q4 		$232K Buy
2,814
+32
+1% +$2.57K 0.05% 216
2025
Q3 		$220K Buy
+2,782
New +$212K 0.05% 215

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

High Net Worth Advisory Group's AVDE Position: Q1 2026 in Review

High Net Worth Advisory Group increased its Avantis International Equity ETF (AVDE) stake by 63% in Q1 2026, buying an estimated $153K and bringing the position to 4,580 shares worth $389K. The position accounts for 0.09% of the portfolio, ranked #171.

High Net Worth Advisory Group first reported a position in AVDE in Q3 2025 and has held it in 3 quarters since. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • High Net Worth Advisory Group held 4,580 shares of Avantis International Equity ETF worth $389K as of Q1 2026.
  • High Net Worth Advisory Group bought 1,766 Avantis International Equity ETF shares in Q1 2026, an estimated $153K.
  • Avantis International Equity ETF made up 0.09% of High Net Worth Advisory Group's portfolio in Q1 2026, its #171 holding.
  • High Net Worth Advisory Group first reported a position in Avantis International Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.