Porter White Investment Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Porter White Investment Advisors’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	$10.1M	Buy	97,956 +2,298	+2%	+$245K	3.89%	5
2026 Q1	$9.55M	Sell	95,658 -1,070	-1%	-$109K	3.83%	5
2025 Q4	$9.09M	Sell	96,728 -2,616	-3%	-$237K	3.73%	5
2025 Q3	$8.84M	Sell	99,344 -1,387	-1%	-$117K	3.8%	5
2025 Q2	$7.99M	Sell	100,731 -2,842	-3%	-$210K	3.72%	5
2025 Q1	$7.22M	Buy	103,573 +4,696	+5%	+$319K	3.57%	5
2024 Q4	$6.43M	Buy	98,877 +3,163	+3%	+$213K	3.26%	5
2024 Q3	$6.76M	Buy	95,714 +2,627	+3%	+$177K	3.39%	5
2024 Q2	$6.05M	Buy	93,087 +1,734	+2%	+$115K	3.24%	5
2024 Q1	$6.02M	Buy	91,353 +19,364	+27%	+$1.21M	3.2%	5
2023 Q4	$4.5M	Buy	71,989 +24,080	+50%	+$1.4M	2.8%	6
2023 Q3	$2.77M	Buy	47,909 +32,662	+214%	+$1.93M	2.12%	7
2023 Q2	$878K	Buy	+15,247	New	+$893K	0.69%	14

Other funds holding AVDV

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

FAM

Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Porter White Investment Advisors's AVDV Position: Q2 2026 in Review

Porter White Investment Advisors increased its Avantis International Small Cap Value ETF (AVDV) stake by 2.4% in Q2 2026, buying an estimated $245K and bringing the position to 97,956 shares worth $10.1M. The position accounts for 3.89% of the portfolio, ranked #5.

Porter White Investment Advisors first reported a position in AVDV in Q2 2023 and has held it in 13 quarters since. 455 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Porter White Investment Advisors held 97,956 shares of Avantis International Small Cap Value ETF worth $10.1M as of Q2 2026.
Porter White Investment Advisors bought 2,298 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $245K.
Avantis International Small Cap Value ETF made up 3.89% of Porter White Investment Advisors's portfolio in Q2 2026, its #5 holding.
Porter White Investment Advisors first reported a position in Avantis International Small Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
455 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.