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
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

Align Financial Hermantown, Minnesota $202M AUM

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SageView Advisory Group's AVDE Position: Q4 2025 in Review

SageView Advisory Group reduced its Avantis International Equity ETF (AVDE) stake by 0.03% in Q4 2025, selling an estimated $481 and leaving 18,570 shares worth $1.53M. The position accounts for 0.05% of the portfolio, ranked #198.

SageView Advisory Group first reported a position in AVDE in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.62M in Q3 2023. 612 funds tracked by Wall St. Rank hold AVDE as of Q4 2025.

SageView Advisory Group held 18,570 shares of Avantis International Equity ETF worth $1.53M as of Q4 2025.
SageView Advisory Group sold 6 Avantis International Equity ETF shares in Q4 2025, an estimated $481.
Avantis International Equity ETF made up 0.05% of SageView Advisory Group's portfolio in Q4 2025, its #198 holding.
SageView Advisory Group first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Avantis International Equity ETF position peaked at $1.62M in Q3 2023.
612 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.