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Websterrogers Financial Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Websterrogers Financial Advisors’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.4M Buy
211,302
+4,300
+2% +$336K 4.19% 8
2026
Q1 		$15.5M Buy
207,002
+4,448
+2% +$337K 4.43% 7
2025
Q4 		$14.4M Sell
202,554
-2,333
-1% -$161K 4.19% 7
2025
Q3 		$13.8M Sell
204,887
-2,870
-1% -$186K 4.14% 7
2025
Q2 		$12.9M Buy
207,757
+3,583
+2% +$212K 4.11% 8
2025
Q1 		$11.6M Buy
204,174
+4,831
+2% +$267K 3.95% 10
2024
Q4 		$10.3M Buy
199,343
+551
+0.3% +$29.7K 3.59% 9
2024
Q3 		$11.2M Buy
198,792
+3,191
+2% +$172K 3.91% 9
2024
Q2 		$10.3M Buy
195,601
+7,507
+4% +$405K 3.65% 9
2024
Q1 		$10.2M Buy
188,094
+39,557
+27% +$2.04M 3.62% 9
2023
Q4 		$7.65M Buy
148,537
+5,232
+4% +$254K 3.19% 13
2023
Q3 		$6.9M Buy
143,305
+11,992
+9% +$588K 3.03% 14
2023
Q2 		$6.39M Buy
131,313
+7,314
+6% +$356K 2.78% 13
2023
Q1 		$5.98M Buy
123,999
+10,012
+9% +$480K 2.75% 14
2022
Q4 		$5.14M Buy
+113,987
New +$4.91M 2.49% 14

Other funds holding AVIV

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
KCA
Kilner Capital Advisors Gaithersburg, Maryland $117M AUM
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM

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

Websterrogers Financial Advisors increased its Avantis International Large Cap Value ETF (AVIV) stake by 2.1% in Q2 2026, buying an estimated $336K and bringing the position to 211,302 shares worth $16.4M. The position accounts for 4.19% of the portfolio, ranked #8.

Websterrogers Financial Advisors first reported a position in AVIV in Q4 2022 and has held it in 15 quarters since. 31 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Websterrogers Financial Advisors held 211,302 shares of Avantis International Large Cap Value ETF worth $16.4M as of Q2 2026.
  • Websterrogers Financial Advisors bought 4,300 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $336K.
  • Avantis International Large Cap Value ETF made up 4.19% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Websterrogers Financial Advisors first reported a position in Avantis International Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 31 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

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