Medallion Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Medallion Wealth Advisors’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	$856K	Buy	9,601 +2,513	+35%	+$225K	0.27%	90
2026 Q1	$601K	Buy	7,088 +7,026	+11,332%	+$611K	0.2%	109
2025 Q4	$5.1K	Hold	62	–	–	﹤0.01%	855
2025 Q3	$4.89K	Hold	62	–	–	﹤0.01%	862
2025 Q2	$4.58K	Buy	+62	New	+$4.34K	﹤0.01%	848

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Medallion Wealth Advisors's AVDE Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Avantis International Equity ETF (AVDE) stake by 35% in Q2 2026, buying an estimated $225K and bringing the position to 9,601 shares worth $856K. The position accounts for 0.27% of the portfolio, ranked #90.

Medallion Wealth Advisors first reported a position in AVDE in Q2 2025 and has held it in 5 quarters since. 727 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Medallion Wealth Advisors held 9,601 shares of Avantis International Equity ETF worth $856K as of Q2 2026.
Medallion Wealth Advisors bought 2,513 Avantis International Equity ETF shares in Q2 2026, an estimated $225K.
Avantis International Equity ETF made up 0.27% of Medallion Wealth Advisors's portfolio in Q2 2026, its #90 holding.
Medallion Wealth Advisors first reported a position in Avantis International Equity ETF in Q2 2025 and has held it in 5 quarters since.
727 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.