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WorthPointe’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

WorthPointe’s Portfolio AVDS Stock Details AVDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$645K Buy
8,566
+1,455
+20% +$112K 0.16% 71
2026
Q1 		$511K Buy
7,111
+831
+13% +$61.9K 0.14% 76
2025
Q4 		$438K Buy
+6,280
New +$426K 0.12% 90

Other funds holding AVDS

VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $215M AUM
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM

WorthPointe's AVDS Position: Q2 2026 in Review

WorthPointe increased its Avantis International Small Cap Equity ETF (AVDS) stake by 20% in Q2 2026, buying an estimated $112K and bringing the position to 8,566 shares worth $645K. The position accounts for 0.16% of the portfolio, ranked #71.

WorthPointe first reported a position in AVDS in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold AVDS as of Q2 2026.

  • WorthPointe held 8,566 shares of Avantis International Small Cap Equity ETF worth $645K as of Q2 2026.
  • WorthPointe bought 1,455 Avantis International Small Cap Equity ETF shares in Q2 2026, an estimated $112K.
  • Avantis International Small Cap Equity ETF made up 0.16% of WorthPointe's portfolio in Q2 2026, its #71 holding.
  • WorthPointe first reported a position in Avantis International Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.