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Websterrogers Financial Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Websterrogers Financial Advisors’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 		$706K Sell
6,853
-2,347
-26% -$250K 0.18% 51
2026
Q1 		$919K Hold
9,200
– – 0.26% 42
2025
Q4 		$865K Hold
9,200
– – 0.25% 44
2025
Q3 		$819K Hold
9,200
– – 0.25% 45
2025
Q2 		$729K Hold
9,200
– – 0.23% 46
2025
Q1 		$642K Hold
9,200
– – 0.22% 47
2024
Q4 		$599K Hold
9,200
– – 0.21% 47
2024
Q3 		$650K Hold
9,200
– – 0.23% 45
2024
Q2 		$598K Hold
9,200
– – 0.21% 46
2024
Q1 		$606K Buy
9,200
+4,800
+109% +$299K 0.22% 47
2023
Q4 		$275K Sell
4,400
-4,800
-52% -$279K 0.11% 60
2023
Q3 		$532K Hold
9,200
– – 0.23% 44
2023
Q2 		$530K Hold
9,200
– – 0.23% 44
2023
Q1 		$538K Hold
9,200
– – 0.25% 43
2022
Q4 		$509K Hold
9,200
– – 0.25% 44
2022
Q3 		$437K Sell
9,200
-1,837
-17% -$97.3K 0.23% 40
2022
Q2 		$582K Hold
11,037
– – 0.28% 36
2022
Q1 		$697K Sell
11,037
-59,126
-84% -$3.72M 0.36% 39
2021
Q4 		$4.53M Sell
70,163
-1,837
-3% -$119K 1.03% 17
2021
Q3 		$4.65M Hold
72,000
– – 1.08% 18
2021
Q2 		$4.48M Buy
72,000
+21,000
+41% +$1.38M 1.07% 19
2021
Q1 		$3.17M Buy
51,000
+1,000
+2% +$60.4K 0.86% 18
2020
Q4 		$2.93M Buy
+50,000
New +$2.59M 0.86% 19

Other funds holding AVDV

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Websterrogers Financial Advisors's AVDV Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Avantis International Small Cap Value ETF (AVDV) stake by 26% in Q2 2026, selling an estimated $250K and leaving 6,853 shares worth $706K. The position accounts for 0.18% of the portfolio, ranked #51.

Websterrogers Financial Advisors first reported a position in AVDV in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.65M in Q3 2021. 149 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Websterrogers Financial Advisors held 6,853 shares of Avantis International Small Cap Value ETF worth $706K as of Q2 2026.
  • Websterrogers Financial Advisors sold 2,347 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $250K.
  • Avantis International Small Cap Value ETF made up 0.18% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • Websterrogers Financial Advisors first reported a position in Avantis International Small Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Websterrogers Financial Advisors's Avantis International Small Cap Value ETF position peaked at $4.65M in Q3 2021.
  • 149 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.