Insight Wealth Partners
AVDV icon

Insight Wealth Partners’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Insight Wealth Partners’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.23M Sell
20,343
-2,208
-10% -$239K 0.29% 36
2026
Q2 		$2.32M Buy
22,551
+280
+1% +$29.8K 0.31% 36
2026
Q1 		$2.22M Buy
22,271
+218
+1% +$22.2K 0.31% 31
2025
Q4 		$2.07M Buy
22,053
+36
+0.2% +$3.27K 0.28% 31
2025
Q3 		$1.96M Buy
22,017
+686
+3% +$57.7K 0.6% 30
2025
Q2 		$1.69M Buy
21,331
+466
+2% +$34.5K 0.66% 29
2025
Q1 		$1.46M Sell
20,865
-247
-1% -$16.8K 0.24% 32
2024
Q4 		$1.37M Buy
21,112
+1
+0% +$67 0.19% 35
2024
Q3 		$1.49M Buy
21,111
+215
+1% +$14.5K 0.29% 34
2024
Q2 		$1.36M Buy
20,896
+1,372
+7% +$90.6K 0.23% 30
2024
Q1 		$1.29M Buy
19,524
+3,673
+23% +$229K 0.22% 31
2023
Q4 		$991K Buy
15,851
+7,078
+81% +$412K 0.17% 33
2023
Q3 		$508K Buy
8,773
+3,432
+64% +$202K 0.1% 50
2023
Q2 		$307K Buy
+5,341
New +$313K 0.07% 60

Other funds holding AVDV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Insight Wealth Partners's AVDV Position: Q3 2026 in Review

Insight Wealth Partners reduced its Avantis International Small Cap Value ETF (AVDV) stake by 9.8% in Q3 2026, selling an estimated $239K and leaving 20,343 shares worth $2.23M. The position accounts for 0.29% of the portfolio, ranked #36.

Insight Wealth Partners first reported a position in AVDV in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.32M in Q2 2026. 616 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • Insight Wealth Partners held 20,343 shares of Avantis International Small Cap Value ETF worth $2.23M as of Q3 2026.
  • Insight Wealth Partners sold 2,208 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $239K.
  • Avantis International Small Cap Value ETF made up 0.29% of Insight Wealth Partners's portfolio in Q3 2026, its #36 holding.
  • Insight Wealth Partners first reported a position in Avantis International Small Cap Value ETF in Q2 2023 and has held it in 14 quarters since.
  • Insight Wealth Partners's Avantis International Small Cap Value ETF position peaked at $2.32M in Q2 2026.
  • 616 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.