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Security National Bank’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Security National Bank’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
2025
Q4 		– Sell
-133
Closed -$11.8K – 375
2025
Q3 		$11.8K Buy
+133
New +$11.2K ﹤0.01% 312

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
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Security National Bank's AVDV Position: Q4 2025 in Review

Security National Bank sold out of Avantis International Small Cap Value ETF (AVDV) in Q4 2025, closing a stake of 133 shares — an estimated $11.8K sold.

Security National Bank first reported a position in AVDV in Q3 2025 and held it in 1 quarter. The position peaked at $11.8K in Q3 2025. 586 funds tracked by Wall St. Rank hold AVDV as of Q4 2025.

  • Security National Bank reported no remaining Avantis International Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Security National Bank sold 133 Avantis International Small Cap Value ETF shares in Q4 2025, an estimated $11.8K.
  • Security National Bank first reported a position in Avantis International Small Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Security National Bank's Avantis International Small Cap Value ETF position peaked at $11.8K in Q3 2025.
  • 586 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q4 2025.

Based on Security National Bank's 13F filing for Q4 2025, filed 5 Feb 2026.