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Liberty Capital Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Liberty Capital Management’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 		$978K Buy
+9,486
New +$1.01M 0.17% 96
2025
Q4 		$940K Buy
10,004
+6,015
+151% +$546K 0.18% 95
2025
Q3 		$355K Buy
3,989
+990
+33% +$83.2K 0.07% 131
2025
Q2 		$238K Buy
+2,999
New +$222K 0.05% 156

Other funds holding AVDV

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Liberty Capital Management's AVDV Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q2 2026: 9,486 shares worth $978K. The stake represents 0.17% of the portfolio and ranks #96 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in AVDV as recently as Q4 2025.

Liberty Capital Management first reported a position in AVDV in Q2 2025 and has held it in 4 quarters since. 484 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Liberty Capital Management held 9,486 shares of Avantis International Small Cap Value ETF worth $978K as of Q2 2026.
  • Avantis International Small Cap Value ETF was a new Liberty Capital Management position in Q2 2026.
  • Avantis International Small Cap Value ETF made up 0.17% of Liberty Capital Management's portfolio in Q2 2026, its #96 holding.
  • Liberty Capital Management first reported a position in Avantis International Small Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 484 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.