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Visionary Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Visionary Wealth Advisors’s Portfolio AVDE Stock Details AVDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.4M Sell
275,248
-713
-0.3% -$62K 1.03% 14
2025
Q4 		$22.7M Buy
275,961
+16,621
+6% +$1.33M 1.02% 15
2025
Q3 		$20.5M Buy
259,340
+160,504
+162% +$12.2M 0.95% 21
2025
Q2 		$7.31M Sell
98,836
-780
-0.8% -$54.5K 0.37% 76
2025
Q1 		$6.6M Sell
99,616
-12,867
-11% -$837K 0.4% 75
2024
Q4 		$6.9M Buy
112,483
+1,573
+1% +$101K 0.4% 72
2024
Q3 		$7.43M Buy
110,910
+18,044
+19% +$1.16M 0.45% 70
2024
Q2 		$5.78M Buy
92,866
+7,041
+8% +$447K 0.38% 76
2024
Q1 		$5.47M Buy
85,825
+14,498
+20% +$882K 0.37% 78
2023
Q4 		$4.31M Buy
71,327
+37,904
+113% +$2.15M 0.32% 86
2023
Q3 		$1.86M Buy
33,423
+22,407
+203% +$1.29M 0.15% 147
2023
Q2 		$632K Buy
11,016
+4,638
+73% +$268K 0.05% 259
2023
Q1 		$364K Buy
+6,378
New +$359K 0.03% 324
2022
Q3 		– Sell
-4,428
Closed -$226K – 406
2022
Q2 		$226K Buy
4,428
+80
+2% +$4.49K 0.02% 372
2022
Q1 		$262K Hold
4,348
– – 0.02% 358
2021
Q4 		$276K Buy
+4,348
New +$276K 0.02% 306
2021
Q3 		– Sell
-4,288
Closed -$270K – 323
2021
Q2 		$270K Buy
4,288
+46
+1% +$2.92K 0.03% 280
2021
Q1 		$257K Hold
4,242
– – 0.03% 278
2020
Q4 		$243K Buy
+4,242
New +$225K 0.03% 265

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Visionary Wealth Advisors's AVDE Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Avantis International Equity ETF (AVDE) stake by 0.26% in Q1 2026, selling an estimated $62K and leaving 275,248 shares worth $23.4M. The position accounts for 1.03% of the portfolio, ranked #14.

Visionary Wealth Advisors first reported a position in AVDE in Q4 2020 and has held it in 19 quarters since. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • Visionary Wealth Advisors held 275,248 shares of Avantis International Equity ETF worth $23.4M as of Q1 2026.
  • Visionary Wealth Advisors sold 713 Avantis International Equity ETF shares in Q1 2026, an estimated $62K.
  • Avantis International Equity ETF made up 1.03% of Visionary Wealth Advisors's portfolio in Q1 2026, its #14 holding.
  • Visionary Wealth Advisors first reported a position in Avantis International Equity ETF in Q4 2020 and has held it in 19 quarters since.
  • 671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.