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Seed Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Seed Wealth Management’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
Q1 		$2.74M Buy
27,486
+235
+0.9% +$24K 1.89% 10
2025
Q4 		$2.56M Buy
27,251
+5,110
+23% +$464K 1.77% 12
2025
Q3 		$1.97M Sell
22,141
-200
-0.9% -$16.8K 1.36% 17
2025
Q2 		$1.77M Buy
22,341
+1,781
+9% +$132K 1.32% 20
2025
Q1 		$1.43M Buy
20,560
+800
+4% +$54.3K 1.17% 19
2024
Q4 		$1.29M Hold
19,760
– – 1.04% 22
2024
Q3 		$1.4M Hold
19,760
– – 1.12% 21
2024
Q2 		$1.28M Buy
19,760
+1,500
+8% +$99.1K 1.12% 21
2024
Q1 		$1.2M Hold
18,260
– – 1.14% 22
2023
Q4 		$1.13M Hold
18,260
– – 1.14% 23
2023
Q3 		$1.06M Hold
18,260
– – 1.19% 23
2023
Q2 		$1.05M Hold
18,260
– – 1.11% 24
2023
Q1 		$1.07M Sell
18,260
-200
-1% -$11.7K 1.21% 21
2022
Q4 		$1.02M Buy
+18,460
New +$976K 1.17% 20

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Seed Wealth Management's AVDV Position: Q1 2026 in Review

Seed Wealth Management increased its Avantis International Small Cap Value ETF (AVDV) stake by 0.86% in Q1 2026, buying an estimated $24K and bringing the position to 27,486 shares worth $2.74M. The position accounts for 1.89% of the portfolio, ranked #10.

Seed Wealth Management first reported a position in AVDV in Q4 2022 and has held it in 14 quarters since. 655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

  • Seed Wealth Management held 27,486 shares of Avantis International Small Cap Value ETF worth $2.74M as of Q1 2026.
  • Seed Wealth Management bought 235 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $24K.
  • Avantis International Small Cap Value ETF made up 1.89% of Seed Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Seed Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Seed Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.