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

PlanVest Financial’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	$14.1K	Buy	+137	New	+$14.6K	0.01%	379

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

PlanVest Financial's AVDV Position: Q2 2026 in Review

PlanVest Financial opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q2 2026: 137 shares worth $14.1K. The stake represents 0.01% of the portfolio and ranks #379 among its holdings.

692 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

PlanVest Financial held 137 shares of Avantis International Small Cap Value ETF worth $14.1K as of Q2 2026.
Avantis International Small Cap Value ETF was a new PlanVest Financial position in Q2 2026.
Avantis International Small Cap Value ETF made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #379 holding.
692 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.