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Mason & Associates (Virginia)’s Avantis International Equity ETF AVDE Stock Holding History

Mason & Associates (Virginia)’s Portfolio AVDE Stock Details AVDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.1M Buy
135,191
+3,634
+3% +$326K 2.51% 9
2026
Q1 		$11.2M Sell
131,557
-7,456
-5% -$648K 2.56% 9
2025
Q4 		$11.4M Buy
+139,013
New +$11.1M 2.6% 9

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Mason & Associates (Virginia)'s AVDE Position: Q2 2026 in Review

Mason & Associates (Virginia) increased its Avantis International Equity ETF (AVDE) stake by 2.8% in Q2 2026, buying an estimated $326K and bringing the position to 135,191 shares worth $12.1M. The position accounts for 2.51% of the portfolio, ranked #9.

Mason & Associates (Virginia) first reported a position in AVDE in Q4 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Mason & Associates (Virginia) held 135,191 shares of Avantis International Equity ETF worth $12.1M as of Q2 2026.
  • Mason & Associates (Virginia) bought 3,634 Avantis International Equity ETF shares in Q2 2026, an estimated $326K.
  • Avantis International Equity ETF made up 2.51% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #9 holding.
  • Mason & Associates (Virginia) first reported a position in Avantis International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 205 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.