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Seven Springs Wealth Group’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Seven Springs Wealth 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 		$12.9M Buy
125,353
+6,147
+5% +$654K 2.82% 10
2026
Q1 		$11.9M Buy
119,206
+4,838
+4% +$494K 2.75% 9
2025
Q4 		$10.7M Sell
114,368
-1,688
-1% -$153K 3.07% 8
2025
Q3 		$10.3M Buy
116,056
+4,653
+4% +$391K 2.5% 9
2025
Q2 		$8.83M Buy
111,403
+7,232
+7% +$535K 2.19% 9
2025
Q1 		$7.26M Buy
104,171
+3,446
+3% +$234K 2.59% 8
2024
Q4 		$6.56M Buy
100,725
+543
+0.5% +$36.6K 2.44% 11
2024
Q3 		$7.08M Buy
100,182
+586
+0.6% +$39.4K 2.57% 10
2024
Q2 		$6.47M Buy
99,596
+316
+0.3% +$20.9K 2.53% 10
2024
Q1 		$6.54M Sell
99,280
-85
-0.1% -$5.3K 2.51% 10
2023
Q4 		$6.21M Sell
99,365
-2,694
-3% -$157K 2.8% 8
2023
Q3 		$5.9M Buy
+102,059
New +$6.02M 2.83% 8

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

Seven Springs Wealth Group's AVDV Position: Q2 2026 in Review

Seven Springs Wealth Group increased its Avantis International Small Cap Value ETF (AVDV) stake by 5.2% in Q2 2026, buying an estimated $654K and bringing the position to 125,353 shares worth $12.9M. The position accounts for 2.82% of the portfolio, ranked #10.

Seven Springs Wealth Group first reported a position in AVDV in Q3 2023 and has held it in 12 quarters since. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Seven Springs Wealth Group held 125,353 shares of Avantis International Small Cap Value ETF worth $12.9M as of Q2 2026.
  • Seven Springs Wealth Group bought 6,147 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $654K.
  • Avantis International Small Cap Value ETF made up 2.82% of Seven Springs Wealth Group's portfolio in Q2 2026, its #10 holding.
  • Seven Springs Wealth Group first reported a position in Avantis International Small Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.