Middleton & Co
AVDV icon

Middleton & Co’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Middleton & Co’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
Q3 		$1.77M Sell
16,172
-110
-0.7% -$11.9K 0.19% 78
2026
Q2 		$1.68M Buy
16,282
+5,300
+48% +$564K 0.18% 83
2026
Q1 		$1.1M Buy
+10,982
New +$1.12M 0.13% 92

Other funds holding AVDV

Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Frontier Asset Management
Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Middleton & Co's AVDV Position: Q3 2026 in Review

Middleton & Co reduced its Avantis International Small Cap Value ETF (AVDV) stake by 0.68% in Q3 2026, selling an estimated $11.9K and leaving 16,172 shares worth $1.77M. The position accounts for 0.19% of the portfolio, ranked #78.

Middleton & Co first reported a position in AVDV in Q1 2026 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • Middleton & Co held 16,172 shares of Avantis International Small Cap Value ETF worth $1.77M as of Q3 2026.
  • Middleton & Co sold 110 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $11.9K.
  • Avantis International Small Cap Value ETF made up 0.19% of Middleton & Co's portfolio in Q3 2026, its #78 holding.
  • Middleton & Co first reported a position in Avantis International Small Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.