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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
Q2 		$6.26M Buy
60,781
+6,153
+11% +$655K 3.78% 6
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 $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's AVDV Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its Avantis International Small Cap Value ETF (AVDV) stake by 11% in Q2 2026, buying an estimated $655K and bringing the position to 60,781 shares worth $6.26M. The position accounts for 3.78% of the portfolio, ranked #6.

Kerntke Otto McGlone Wealth Management Group first reported a position in AVDV in Q3 2025 and has held it in 4 quarters since. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 60,781 shares of Avantis International Small Cap Value ETF worth $6.26M as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group bought 6,153 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $655K.
  • Avantis International Small Cap Value ETF made up 3.78% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #6 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 4 quarters since.
  • 710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.