VisionPoint Advisory Group’s Avantis International Small Cap Value ETF AVDV Stock Holding History

VisionPoint Advisory 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 Q3	$975K	Buy	8,915 +66	+0.7%	+$7.16K	0.15%	148
2026 Q2	$912K	Buy	8,849 +1,744	+25%	+$186K	0.15%	156
2026 Q1	$710K	Sell	7,105 -31	-0.4%	-$3.16K	0.13%	175
2025 Q4	$671K	Buy	7,136 +1,705	+31%	+$155K	0.13%	173
2025 Q3	$484K	Buy	5,431 +494	+10%	+$41.5K	0.1%	211
2025 Q2	$391K	Buy	+4,937	New	+$365K	0.09%	221

Other funds holding AVDV

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

VisionPoint Advisory Group's AVDV Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Avantis International Small Cap Value ETF (AVDV) stake by 0.75% in Q3 2026, buying an estimated $7.16K and bringing the position to 8,915 shares worth $975K. The position accounts for 0.15% of the portfolio, ranked #148.

VisionPoint Advisory Group first reported a position in AVDV in Q2 2025 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

VisionPoint Advisory Group held 8,915 shares of Avantis International Small Cap Value ETF worth $975K as of Q3 2026.
VisionPoint Advisory Group bought 66 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $7.16K.
Avantis International Small Cap Value ETF made up 0.15% of VisionPoint Advisory Group's portfolio in Q3 2026, its #148 holding.
VisionPoint Advisory Group first reported a position in Avantis International Small Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
231 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.