LAM Group’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

LAM Group’s Portfolio AVDS Stock Details AVDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.8M	Buy	23,860 +2,960	+14%	+$228K	0.89%	33
2026 Q1	$1.5M	Buy	20,900 +5,925	+40%	+$441K	0.83%	34
2025 Q4	$1.05M	Buy	14,975 +9,355	+166%	+$635K	0.6%	42
2025 Q3	$380K	Sell	5,620 -25	-0.4%	-$1.62K	0.24%	69
2025 Q2	$351K	Buy	5,645 +295	+6%	+$17K	0.23%	68
2025 Q1	$291K	Sell	5,350 -450	-8%	-$24.2K	0.21%	68
2024 Q4	$301K	Sell	5,800 -10,520	-64%	-$564K	0.21%	69
2024 Q3	$920K	Buy	16,320 +10,210	+167%	+$549K	0.65%	40
2024 Q2	$317K	Sell	6,110 -1,350	-18%	-$71.3K	0.27%	66
2024 Q1	$397K	Buy	7,460 +5,015	+205%	+$256K	0.32%	60
2023 Q4	$127K	Buy	2,445 +1,670	+215%	+$79.4K	0.12%	65
2023 Q3	$36.4K	Buy	+775	New	+$37.7K	0.04%	66

Other funds holding AVDS

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cornerstone Wealth Partners Okemos, Michigan $215M AUM

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

LAM Group's AVDS Position: Q2 2026 in Review

LAM Group increased its Avantis International Small Cap Equity ETF (AVDS) stake by 14% in Q2 2026, buying an estimated $228K and bringing the position to 23,860 shares worth $1.8M. The position accounts for 0.89% of the portfolio, ranked #33.

LAM Group first reported a position in AVDS in Q3 2023 and has held it in 12 quarters since. 68 funds tracked by Wall St. Rank hold AVDS as of Q2 2026.

LAM Group held 23,860 shares of Avantis International Small Cap Equity ETF worth $1.8M as of Q2 2026.
LAM Group bought 2,960 Avantis International Small Cap Equity ETF shares in Q2 2026, an estimated $228K.
Avantis International Small Cap Equity ETF made up 0.89% of LAM Group's portfolio in Q2 2026, its #33 holding.
LAM Group first reported a position in Avantis International Small Cap Equity ETF in Q3 2023 and has held it in 12 quarters since.
68 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.