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Kerntke Otto McGlone Wealth Management Group’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
Q1 		$5.46M Buy
54,628
+8,348
+18% +$852K 3.72% 5
2025
Q4 		$4.35M Buy
46,280
+19,324
+72% +$1.75M 3.08% 6
2025
Q3 		$2.4M Buy
+26,956
New +$2.27M 1.81% 14

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's AVDV Position: Q1 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its Avantis International Small Cap Value ETF (AVDV) stake by 18% in Q1 2026, buying an estimated $852K and bringing the position to 54,628 shares worth $5.46M. The position accounts for 3.72% of the portfolio, ranked #5.

Kerntke Otto McGlone Wealth Management Group first reported a position in AVDV in Q3 2025 and has held it in 3 quarters since. 655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

  • Kerntke Otto McGlone Wealth Management Group held 54,628 shares of Avantis International Small Cap Value ETF worth $5.46M as of Q1 2026.
  • Kerntke Otto McGlone Wealth Management Group bought 8,348 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $852K.
  • Avantis International Small Cap Value ETF made up 3.72% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q1 2026, its #5 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Avantis International Small Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.