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

Meredith Wealth Planning’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 		$32.8M Buy
317,877
+4,322
+1% +$460K 7.73% 4
2026
Q1 		$31.3M Sell
313,555
-8,808
-3% -$899K 8.48% 4
2025
Q4 		$30.3M Sell
322,363
-6,844
-2% -$621K 9.02% 4
2025
Q3 		$29.3M Sell
329,207
-1,446
-0.4% -$122K 9.29% 4
2025
Q2 		$26.2M Buy
330,653
+25,135
+8% +$1.86M 9.52% 4
2025
Q1 		$21.3M Buy
305,518
+3,905
+1% +$265K 9.4% 4
2024
Q4 		$19.6M Buy
301,613
+19,116
+7% +$1.29M 8.75% 4
2024
Q3 		$20M Buy
282,497
+1,952
+0.7% +$131K 9.53% 4
2024
Q2 		$18.2M Buy
280,545
+6,001
+2% +$396K 9.55% 4
2024
Q1 		$18.1M Buy
274,544
+8,580
+3% +$535K 10.09% 3
2023
Q4 		$16.6M Sell
265,964
-31,054
-10% -$1.81M 10.33% 2
2023
Q3 		$17.2M Buy
297,018
+23,850
+9% +$1.41M 12.77% 3
2023
Q2 		$15.7M Buy
273,168
+10,733
+4% +$628K 12.79% 3
2023
Q1 		$15.3M Buy
262,435
+17,362
+7% +$1.01M 12.35% 3
2022
Q4 		$13.6M Buy
+245,073
New +$13M 11.68% 3

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

Meredith Wealth Planning's AVDV Position: Q2 2026 in Review

Meredith Wealth Planning increased its Avantis International Small Cap Value ETF (AVDV) stake by 1.4% in Q2 2026, buying an estimated $460K and bringing the position to 317,877 shares worth $32.8M. The position accounts for 7.73% of the portfolio, ranked #4.

Meredith Wealth Planning first reported a position in AVDV in Q4 2022 and has held it in 15 quarters since. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Meredith Wealth Planning held 317,877 shares of Avantis International Small Cap Value ETF worth $32.8M as of Q2 2026.
  • Meredith Wealth Planning bought 4,322 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $460K.
  • Avantis International Small Cap Value ETF made up 7.73% of Meredith Wealth Planning's portfolio in Q2 2026, its #4 holding.
  • Meredith Wealth Planning first reported a position in Avantis International Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.