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Modera Wealth Management’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Modera Wealth Management’s Portfolio AVDS Stock Details AVDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$353K Buy
+4,688
New +$361K ﹤0.01% 516

Other funds holding AVDS

VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $215M AUM
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM

Modera Wealth Management's AVDS Position: Q2 2026 in Review

Modera Wealth Management opened a new position in Avantis International Small Cap Equity ETF (AVDS) in Q2 2026: 4,688 shares worth $353K. The stake represents ﹤0.01% of the portfolio and ranks #516 among its holdings.

67 funds tracked by Wall St. Rank hold AVDS as of Q2 2026.

  • Modera Wealth Management held 4,688 shares of Avantis International Small Cap Equity ETF worth $353K as of Q2 2026.
  • Avantis International Small Cap Equity ETF was a new Modera Wealth Management position in Q2 2026.
  • Avantis International Small Cap Equity ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #516 holding.
  • 67 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.