SWM
AVDV icon

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
Q2 		$2.87M Buy
27,882
+396
+1% +$42.1K 1.82% 12
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 $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

Seed Wealth Management's AVDV Position: Q2 2026 in Review

Seed Wealth Management increased its Avantis International Small Cap Value ETF (AVDV) stake by 1.4% in Q2 2026, buying an estimated $42.1K and bringing the position to 27,882 shares worth $2.87M. The position accounts for 1.82% of the portfolio, ranked #12.

Seed Wealth Management first reported a position in AVDV in Q4 2022 and has held it in 15 quarters since. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Seed Wealth Management held 27,882 shares of Avantis International Small Cap Value ETF worth $2.87M as of Q2 2026.
  • Seed Wealth Management bought 396 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $42.1K.
  • Avantis International Small Cap Value ETF made up 1.82% of Seed Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Seed Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.