SageView Advisory Group’s Avantis International Equity ETF AVDE Stock Holding History

SageView Advisory Group’s Portfolio AVDE Stock Details AVDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.36M	Buy	26,403 +7,581	+40%	+$680K	0.08%	144
2026 Q1	$1.6M	Buy	18,822 +252	+1%	+$21.9K	0.06%	170
2025 Q4	$1.53M	Sell	18,570 -6	-0%	-$481	0.05%	198
2025 Q3	$1.47M	Sell	18,576 -15	-0.1%	-$1.14K	0.05%	211
2025 Q2	$1.38M	Sell	18,591 -293	-2%	-$20.5K	0.05%	197
2025 Q1	$1.25M	Buy	18,884 +122	+0.7%	+$7.94K	0.05%	197
2024 Q4	$1.15M	Sell	18,762 -560	-3%	-$35.8K	0.05%	205
2024 Q3	$1.3M	Buy	19,322 +139	+0.7%	+$8.93K	0.07%	159
2024 Q2	$1.19M	Sell	19,183 -453	-2%	-$28.7K	0.06%	195
2024 Q1	$1.25M	Sell	19,636 -344	-2%	-$20.9K	0.06%	167
2023 Q4	$1.2M	Sell	19,980 -9,116	-31%	-$516K	0.05%	224
2023 Q3	$1.62M	Buy	29,096 +1,650	+6%	+$94.8K	0.09%	131
2023 Q2	$1.58M	Buy	27,446 +9,089	+50%	+$525K	0.09%	150
2023 Q1	$1.05M	Sell	18,357 -220	-1%	-$12.4K	0.07%	197
2022 Q4	$988K	Buy	+18,577	New	+$946K	0.08%	154

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SageView Advisory Group's AVDE Position: Q2 2026 in Review

SageView Advisory Group increased its Avantis International Equity ETF (AVDE) stake by 40% in Q2 2026, buying an estimated $680K and bringing the position to 26,403 shares worth $2.36M. The position accounts for 0.08% of the portfolio, ranked #144.

SageView Advisory Group first reported a position in AVDE in Q4 2022 and has held it in 15 quarters since. 726 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

SageView Advisory Group held 26,403 shares of Avantis International Equity ETF worth $2.36M as of Q2 2026.
SageView Advisory Group bought 7,581 Avantis International Equity ETF shares in Q2 2026, an estimated $680K.
Avantis International Equity ETF made up 0.08% of SageView Advisory Group's portfolio in Q2 2026, its #144 holding.
SageView Advisory Group first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 15 quarters since.
726 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.