Tranquilli Financial Advisor
AVDV icon

Tranquilli Financial Advisor’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Tranquilli Financial Advisor’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 		$682K Buy
6,622
+2,106
+47% +$224K 0.37% 70
2026
Q1 		$451K Sell
4,516
-311
-6% -$31.7K 0.26% 82
2025
Q4 		$454K Sell
4,827
-222
-4% -$20.1K 0.26% 80
2025
Q3 		$450K Buy
+5,049
New +$424K 0.27% 78

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
Savant Capital
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
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Mason Investment Advisory Services
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Haverford Trust Company
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Tranquilli Financial Advisor's AVDV Position: Q2 2026 in Review

Tranquilli Financial Advisor increased its Avantis International Small Cap Value ETF (AVDV) stake by 47% in Q2 2026, buying an estimated $224K and bringing the position to 6,622 shares worth $682K. The position accounts for 0.37% of the portfolio, ranked #70.

Tranquilli Financial Advisor first reported a position in AVDV in Q3 2025 and has held it in 4 quarters since. 717 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Tranquilli Financial Advisor held 6,622 shares of Avantis International Small Cap Value ETF worth $682K as of Q2 2026.
  • Tranquilli Financial Advisor bought 2,106 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $224K.
  • Avantis International Small Cap Value ETF made up 0.37% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #70 holding.
  • Tranquilli Financial Advisor first reported a position in Avantis International Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 717 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.