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Safeguard Investment Advisory Group’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Safeguard Investment Advisory 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 		$276K Buy
+2,674
New +$285K 0.06% 131

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

Safeguard Investment Advisory Group's AVDV Position: Q2 2026 in Review

Safeguard Investment Advisory Group opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q2 2026: 2,674 shares worth $276K. The stake represents 0.06% of the portfolio and ranks #131 among its holdings.

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

  • Safeguard Investment Advisory Group held 2,674 shares of Avantis International Small Cap Value ETF worth $276K as of Q2 2026.
  • Avantis International Small Cap Value ETF was a new Safeguard Investment Advisory Group position in Q2 2026.
  • Avantis International Small Cap Value ETF made up 0.06% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #131 holding.
  • 707 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.