MFG
AVDE icon

Mendota Financial Group’s Avantis International Equity ETF AVDE Stock Holding History

Mendota Financial Group’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 		$4.1M Buy
45,946
+11,950
+35% +$1.07M 2.54% 14
2026
Q1 		$2.88M Buy
33,996
+4,548
+15% +$395K 2.14% 14
2025
Q4 		$2.42M Buy
29,448
+20,264
+221% +$1.63M 1.76% 16
2025
Q3 		$725K Buy
9,184
+5,221
+132% +$398K 0.54% 25
2025
Q2 		$293K Buy
+3,963
New +$277K 0.28% 22

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Mendota Financial Group's AVDE Position: Q2 2026 in Review

Mendota Financial Group increased its Avantis International Equity ETF (AVDE) stake by 35% in Q2 2026, buying an estimated $1.07M and bringing the position to 45,946 shares worth $4.1M. The position accounts for 2.54% of the portfolio, ranked #14.

Mendota Financial Group first reported a position in AVDE in Q2 2025 and has held it in 5 quarters since. 142 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Mendota Financial Group held 45,946 shares of Avantis International Equity ETF worth $4.1M as of Q2 2026.
  • Mendota Financial Group bought 11,950 Avantis International Equity ETF shares in Q2 2026, an estimated $1.07M.
  • Avantis International Equity ETF made up 2.54% of Mendota Financial Group's portfolio in Q2 2026, its #14 holding.
  • Mendota Financial Group first reported a position in Avantis International Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 142 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Mendota Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.