Plancorp LLC
AVDS icon

Plancorp LLC’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Plancorp LLC’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 		$1.46M Buy
19,453
+3,130
+19% +$241K 0.04% 166
2026
Q1 		$1.24M Buy
16,323
+1,333
+9% +$99.2K 0.04% 143
2025
Q4 		$1.05M Buy
14,990
+200
+1% +$13.6K 0.03% 150
2025
Q3 		$999K Buy
14,790
+920
+7% +$59.6K 0.03% 157
2025
Q2 		$863K Buy
13,870
+1,000
+8% +$57.7K 0.03% 163
2025
Q1 		$699K Hold
12,870
– – 0.03% 173
2024
Q4 		$667K Hold
12,870
– – 0.03% 160
2024
Q3 		$725K Buy
12,870
+3,980
+45% +$214K 0.03% 157
2024
Q2 		$461K Hold
8,890
– – 0.02% 190
2024
Q1 		$473K Buy
8,890
+2,940
+49% +$150K 0.02% 187
2023
Q4 		$308K Buy
5,950
+1,250
+27% +$59.4K 0.01% 214
2023
Q3 		$221K Buy
+4,700
New +$228K 0.01% 241

Other funds holding AVDS

Vinva Investment Management
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Freedom Investment Management
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cornerstone Wealth Partners
Cornerstone Wealth Partners Okemos, Michigan $215M AUM
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Nvest Wealth Strategies
Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Plancorp LLC's AVDS Position: Q2 2026 in Review

Plancorp LLC increased its Avantis International Small Cap Equity ETF (AVDS) stake by 19% in Q2 2026, buying an estimated $241K and bringing the position to 19,453 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #166.

Plancorp LLC first reported a position in AVDS in Q3 2023 and has held it in 12 quarters since. 68 funds tracked by Wall St. Rank hold AVDS as of Q2 2026.

  • Plancorp LLC held 19,453 shares of Avantis International Small Cap Equity ETF worth $1.46M as of Q2 2026.
  • Plancorp LLC bought 3,130 Avantis International Small Cap Equity ETF shares in Q2 2026, an estimated $241K.
  • Avantis International Small Cap Equity ETF made up 0.04% of Plancorp LLC's portfolio in Q2 2026, its #166 holding.
  • Plancorp LLC first reported a position in Avantis International Small Cap Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 68 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.