Wealthcare Advisory Partners’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Wealthcare Advisory Partners’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	$1.29M	Buy	12,503 +7,447	+147%	+$793K	0.02%	451
2026 Q1	$505K	Sell	5,056 -14,801	-75%	-$1.51M	0.01%	697
2025 Q4	$1.87M	Buy	19,857 +2,916	+17%	+$265K	0.04%	379
2025 Q3	$1.51M	Buy	16,941 +6,408	+61%	+$539K	0.03%	399
2025 Q2	$835K	Buy	10,533 +2,739	+35%	+$203K	0.02%	521
2025 Q1	$544K	Buy	+7,794	New	+$529K	0.01%	572
2021 Q4	–	Sell	-4,537	Closed	-$293K	–	576
2021 Q3	$293K	Buy	+4,537	New	+$297K	0.02%	420
2021 Q2	–	Sell	-199	Closed	-$12K	–	646
2021 Q1	$12K	Buy	+199	New	+$12K	﹤0.01%	1377

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

Wealthcare Advisory Partners's AVDV Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Avantis International Small Cap Value ETF (AVDV) stake by 147% in Q2 2026, buying an estimated $793K and bringing the position to 12,503 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #451.

Wealthcare Advisory Partners first reported a position in AVDV in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.87M in Q4 2025. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Wealthcare Advisory Partners held 12,503 shares of Avantis International Small Cap Value ETF worth $1.29M as of Q2 2026.
Wealthcare Advisory Partners bought 7,447 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $793K.
Avantis International Small Cap Value ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #451 holding.
Wealthcare Advisory Partners first reported a position in Avantis International Small Cap Value ETF in Q1 2021 and has held it in 8 quarters since.
Wealthcare Advisory Partners's Avantis International Small Cap Value ETF position peaked at $1.87M in Q4 2025.
710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.