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Nations Financial Group’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Nations Financial Group’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 		$677K Buy
6,570
+19
+0.3% +$2.02K 0.03% 481
2026
Q1 		$654K Buy
6,551
+89
+1% +$9.08K 0.03% 481
2025
Q4 		$607K Buy
6,462
+41
+0.6% +$3.72K 0.03% 474
2025
Q3 		$572K Hold
6,421
– – 0.04% 456
2025
Q2 		$509K Hold
6,421
– – 0.04% 448
2025
Q1 		$448K Buy
6,421
+3
+0% +$204 0.03% 449
2024
Q4 		$418K Buy
6,418
+3
+0% +$202 0.03% 485
2024
Q3 		$453K Hold
6,415
– – 0.03% 468
2024
Q2 		$417K Buy
6,415
+215
+3% +$14.2K 0.03% 458
2024
Q1 		$408K Hold
6,200
– – 0.03% 469
2023
Q4 		$387K Hold
6,200
– – 0.04% 455
2023
Q3 		$359K Hold
6,200
– – 0.04% 457
2023
Q2 		$357K Hold
6,200
– – 0.04% 453
2023
Q1 		$363K Buy
6,200
+258
+4% +$15K 0.04% 443
2022
Q4 		$329K Hold
5,942
– – 0.04% 453
2022
Q3 		$282K Buy
5,942
+174
+3% +$9.22K 0.04% 406
2022
Q2 		$304K Buy
+5,768
New +$338K 0.04% 408
2022
Q1 		– Sell
-3,542
Closed -$229K – 522
2021
Q4 		$229K Buy
+3,542
New +$230K 0.03% 441

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

Nations Financial Group's AVDV Position: Q2 2026 in Review

Nations Financial Group increased its Avantis International Small Cap Value ETF (AVDV) stake by 0.29% in Q2 2026, buying an estimated $2.02K and bringing the position to 6,570 shares worth $677K. The position accounts for 0.03% of the portfolio, ranked #481.

Nations Financial Group first reported a position in AVDV in Q4 2021 and has held it in 18 quarters since. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Nations Financial Group held 6,570 shares of Avantis International Small Cap Value ETF worth $677K as of Q2 2026.
  • Nations Financial Group bought 19 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $2.02K.
  • Avantis International Small Cap Value ETF made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #481 holding.
  • Nations Financial Group first reported a position in Avantis International Small Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.