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Pacific Sage Partners’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Pacific Sage Partners’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 		$928K Buy
9,006
+576
+7% +$61.3K 0.13% 54
2026
Q1 		$842K Buy
8,430
+16
+0.2% +$1.63K 0.13% 53
2025
Q4 		$791K Buy
8,414
+1,368
+19% +$124K 0.13% 53
2025
Q3 		$627K Buy
7,046
+860
+14% +$72.3K 0.1% 56
2025
Q2 		$490K Buy
6,186
+1,007
+19% +$74.5K 0.1% 63
2025
Q1 		$361K Buy
5,179
+654
+14% +$44.4K 0.08% 74
2024
Q4 		$294K Buy
4,525
+156
+4% +$10.5K 0.07% 79
2024
Q3 		$309K Hold
4,369
– – 0.07% 78
2024
Q2 		$284K Buy
4,369
+30
+0.7% +$1.98K 0.07% 78
2024
Q1 		$286K Buy
+4,339
New +$271K 0.07% 77

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

Pacific Sage Partners's AVDV Position: Q2 2026 in Review

Pacific Sage Partners increased its Avantis International Small Cap Value ETF (AVDV) stake by 6.8% in Q2 2026, buying an estimated $61.3K and bringing the position to 9,006 shares worth $928K. The position accounts for 0.13% of the portfolio, ranked #54.

Pacific Sage Partners first reported a position in AVDV in Q1 2024 and has held it in 10 quarters since. 708 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Pacific Sage Partners held 9,006 shares of Avantis International Small Cap Value ETF worth $928K as of Q2 2026.
  • Pacific Sage Partners bought 576 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $61.3K.
  • Avantis International Small Cap Value ETF made up 0.13% of Pacific Sage Partners's portfolio in Q2 2026, its #54 holding.
  • Pacific Sage Partners first reported a position in Avantis International Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 708 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.