SPM
AVDV icon

Summit Portfolio Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Summit Portfolio 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 		$17.9M Buy
+179,161
New +$18.3M 11.51% 2

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
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Summit Portfolio Management's AVDV Position: Q1 2026 in Review

Summit Portfolio Management opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q1 2026: 179,161 shares worth $17.9M. The stake represents 11.51% of the portfolio and ranks #2 among its holdings.

657 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

  • Summit Portfolio Management held 179,161 shares of Avantis International Small Cap Value ETF worth $17.9M as of Q1 2026.
  • Avantis International Small Cap Value ETF was a new Summit Portfolio Management position in Q1 2026.
  • Avantis International Small Cap Value ETF made up 11.51% of Summit Portfolio Management's portfolio in Q1 2026, its #2 holding.
  • 657 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Summit Portfolio Management's 13F filing for Q1 2026, filed 30 Apr 2026.