Salomon & Ludwin’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Salomon & Ludwin’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	$96.5K	Sell	931 -49	-5%	-$5.21K	0.01%	287
2026 Q1	$98.7K	Sell	980 -51	-5%	-$5.2K	0.01%	254
2025 Q4	$98.8K	Hold	1,031	–	–	0.01%	242
2025 Q3	$92.8K	Buy	+1,031	New	+$86.7K	0.01%	237
2025 Q2	–	Sell	-1,085	Closed	-$75.7K	–	1118
2025 Q1	$75.7K	Buy	+1,085	New	+$73.7K	0.01%	201

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

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

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

Salomon & Ludwin's AVDV Position: Q2 2026 in Review

Salomon & Ludwin reduced its Avantis International Small Cap Value ETF (AVDV) stake by 5% in Q2 2026, selling an estimated $5.21K and leaving 931 shares worth $96.5K. The position accounts for 0.01% of the portfolio, ranked #287.

Salomon & Ludwin first reported a position in AVDV in Q1 2025 and has held it in 5 quarters since. The position peaked at $98.8K in Q4 2025. 713 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Salomon & Ludwin held 931 shares of Avantis International Small Cap Value ETF worth $96.5K as of Q2 2026.
Salomon & Ludwin sold 49 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $5.21K.
Avantis International Small Cap Value ETF made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #287 holding.
Salomon & Ludwin first reported a position in Avantis International Small Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
Salomon & Ludwin's Avantis International Small Cap Value ETF position peaked at $98.8K in Q4 2025.
713 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.