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WhitTier Trust Company’s Avantis International Small Cap Value ETF AVDV Stock Holding History

WhitTier Trust Company’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 		$15.4K Hold
148
– – ﹤0.01% 988
2026
Q1 		$15.1K Sell
148
-475
-76% -$48.5K ﹤0.01% 968
2025
Q4 		$59.9K Hold
623
– – ﹤0.01% 682
2025
Q3 		$56.1K Hold
623
– – ﹤0.01% 668
2025
Q2 		$49.4K Hold
623
– – ﹤0.01% 791
2025
Q1 		$43.4K Buy
623
+493
+379% +$33.5K ﹤0.01% 808
2024
Q4 		$8.46K Hold
130
– – ﹤0.01% 1086
2024
Q3 		$9.19K Buy
+130
New +$8.75K ﹤0.01% 1057

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
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

WhitTier Trust Company's AVDV Position: Q2 2026 in Review

WhitTier Trust Company held its Avantis International Small Cap Value ETF (AVDV) position steady in Q2 2026 at 148 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

WhitTier Trust Company first reported a position in AVDV in Q3 2024 and has held it in 8 quarters since. The position peaked at $59.9K in Q4 2025. 713 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • WhitTier Trust Company held 148 shares of Avantis International Small Cap Value ETF worth $15.4K as of Q2 2026.
  • WhitTier Trust Company left its Avantis International Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis International Small Cap Value ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #988 holding.
  • WhitTier Trust Company first reported a position in Avantis International Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • WhitTier Trust Company's Avantis International Small Cap Value ETF position peaked at $59.9K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.