Meredith Wealth Planning
AVDE icon

Meredith Wealth Planning’s Avantis International Equity ETF AVDE Stock Holding History

Meredith Wealth Planning’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
Q3 		$6.09M Buy
67,564
+2,921
+5% +$269K 1.52% 13
2026
Q2 		$5.77M Sell
64,643
-254
-0.4% -$22.8K 1.36% 13
2026
Q1 		$5.51M Buy
64,897
+25,138
+63% +$2.18M 1.49% 13
2025
Q4 		$3.27M Sell
39,759
-1,154
-3% -$92.6K 0.97% 17
2025
Q3 		$3.23M Buy
40,913
+4,509
+12% +$343K 1.02% 15
2025
Q2 		$2.69M Buy
36,404
+5,151
+16% +$360K 0.98% 15
2025
Q1 		$2.07M Buy
31,253
+1,476
+5% +$96K 0.91% 19
2024
Q4 		$1.83M Buy
29,777
+513
+2% +$32.8K 0.81% 20
2024
Q3 		$1.96M Buy
29,264
+284
+1% +$18.3K 0.94% 18
2024
Q2 		$1.8M Buy
28,980
+1,771
+7% +$112K 0.95% 16
2024
Q1 		$1.73M Buy
27,209
+770
+3% +$46.8K 0.97% 14
2023
Q4 		$1.6M Buy
26,439
+2,072
+9% +$117K 0.99% 14
2023
Q3 		$1.36M Buy
24,367
+3,182
+15% +$183K 1.01% 14
2023
Q2 		$1.22M Buy
21,185
+10,526
+99% +$608K 0.99% 13
2023
Q1 		$608K Buy
10,659
+5,839
+121% +$329K 0.49% 23
2022
Q4 		$256K Buy
+4,820
New +$246K 0.22% 42

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Meredith Wealth Planning's AVDE Position: Q3 2026 in Review

Meredith Wealth Planning increased its Avantis International Equity ETF (AVDE) stake by 4.5% in Q3 2026, buying an estimated $269K and bringing the position to 67,564 shares worth $6.09M. The position accounts for 1.52% of the portfolio, ranked #13.

Meredith Wealth Planning first reported a position in AVDE in Q4 2022 and has held it in 16 quarters since. 179 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • Meredith Wealth Planning held 67,564 shares of Avantis International Equity ETF worth $6.09M as of Q3 2026.
  • Meredith Wealth Planning bought 2,921 Avantis International Equity ETF shares in Q3 2026, an estimated $269K.
  • Avantis International Equity ETF made up 1.52% of Meredith Wealth Planning's portfolio in Q3 2026, its #13 holding.
  • Meredith Wealth Planning first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • 179 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.