SAG
AVDV icon

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

SageView 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 		$5.8M Buy
56,253
+51,098
+991% +$5.44M 0.19% 75
2026
Q1 		$515K Buy
+5,155
New +$526K 0.02% 347
2024
Q3 		– Sell
-57,632
Closed -$3.74M – 512
2024
Q2 		$3.74M Buy
+57,632
New +$3.81M 0.17% 75
2024
Q1 		– Sell
-62,447
Closed -$3.85M – 530
2023
Q4 		$3.85M Buy
+62,447
New +$3.64M 0.17% 75

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

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

SageView Advisory Group increased its Avantis International Small Cap Value ETF (AVDV) stake by 991% in Q2 2026, buying an estimated $5.44M and bringing the position to 56,253 shares worth $5.8M. The position accounts for 0.19% of the portfolio, ranked #75.

SageView Advisory Group first reported a position in AVDV in Q4 2023 and has held it in 4 quarters since. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • SageView Advisory Group held 56,253 shares of Avantis International Small Cap Value ETF worth $5.8M as of Q2 2026.
  • SageView Advisory Group bought 51,098 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $5.44M.
  • Avantis International Small Cap Value ETF made up 0.19% of SageView Advisory Group's portfolio in Q2 2026, its #75 holding.
  • SageView Advisory Group first reported a position in Avantis International Small Cap Value ETF in Q4 2023 and has held it in 4 quarters since.
  • 710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

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