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AVDV icon

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

Libra Wealth’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 		$15.2M Sell
147,027
-1,889
-1% -$201K 3.87% 9
2026
Q1 		$14.9M Buy
148,916
+6,631
+5% +$677K 4.19% 9
2025
Q4 		$13.4M Buy
142,285
+15,009
+12% +$1.36M 3.74% 9
2025
Q3 		$11.3M Buy
127,276
+13,471
+12% +$1.13M 3.4% 9
2025
Q2 		$9.02M Buy
113,805
+390
+0.3% +$28.8K 2.95% 9
2025
Q1 		$7.91M Buy
113,415
+21,831
+24% +$1.48M 2.97% 9
2024
Q4 		$5.96M Buy
91,584
+19,077
+26% +$1.29M 2.32% 13
2024
Q3 		$5.12M Buy
72,507
+7,093
+11% +$477K 2.05% 13
2024
Q2 		$4.25M Buy
65,414
+6,627
+11% +$438K 1.84% 14
2024
Q1 		$3.87M Buy
58,787
+7,512
+15% +$468K 1.7% 16
2023
Q4 		$3.2M Buy
51,275
+12,193
+31% +$710K 1.59% 15
2023
Q3 		$2.26M Buy
39,082
+5,082
+15% +$300K 1.25% 16
2023
Q2 		$1.96M Buy
34,000
+2,943
+9% +$172K 1.07% 17
2023
Q1 		$1.82M Buy
31,057
+98
+0.3% +$5.71K 1.05% 16
2022
Q4 		$1.71M Buy
30,959
+667
+2% +$35.3K 0.05% 20
2022
Q3 		$1.44M Sell
30,292
-18,021
-37% -$955K 0.93% 16
2022
Q2 		$2.55M Buy
+48,313
New +$2.83M 1.83% 13

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

Libra Wealth's AVDV Position: Q2 2026 in Review

Libra Wealth reduced its Avantis International Small Cap Value ETF (AVDV) stake by 1.3% in Q2 2026, selling an estimated $201K and leaving 147,027 shares worth $15.2M. The position accounts for 3.87% of the portfolio, ranked #9.

Libra Wealth first reported a position in AVDV in Q2 2022 and has held it in 17 quarters since. 706 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Libra Wealth held 147,027 shares of Avantis International Small Cap Value ETF worth $15.2M as of Q2 2026.
  • Libra Wealth sold 1,889 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $201K.
  • Avantis International Small Cap Value ETF made up 3.87% of Libra Wealth's portfolio in Q2 2026, its #9 holding.
  • Libra Wealth first reported a position in Avantis International Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 706 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Libra Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.