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XY Planning Network’s Avantis International Small Cap Value ETF AVDV Stock Holding History

XY Planning Network’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 		$8.34M Buy
80,955
+12,642
+19% +$1.35M 1.05% 25
2026
Q1 		$6.95M Buy
68,313
+4,585
+7% +$468K 1.11% 22
2025
Q4 		$5.99M Buy
63,728
+3,105
+5% +$282K 1.04% 24
2025
Q3 		$4.81M Hold
60,623
– – 1.64% 14
2025
Q2 		$4.81M Sell
60,623
-5,897
-9% -$436K 1.64% 14
2025
Q1 		$4.64M Sell
66,520
-6,426
-9% -$436K 3.09% 7
2024
Q4 		$4.75M Buy
+72,946
New +$4.91M 3.57% 6

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

XY Planning Network's AVDV Position: Q2 2026 in Review

XY Planning Network increased its Avantis International Small Cap Value ETF (AVDV) stake by 19% in Q2 2026, buying an estimated $1.35M and bringing the position to 80,955 shares worth $8.34M. The position accounts for 1.05% of the portfolio, ranked #25.

XY Planning Network first reported a position in AVDV in Q4 2024 and has held it in 7 quarters since. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • XY Planning Network held 80,955 shares of Avantis International Small Cap Value ETF worth $8.34M as of Q2 2026.
  • XY Planning Network bought 12,642 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $1.35M.
  • Avantis International Small Cap Value ETF made up 1.05% of XY Planning Network's portfolio in Q2 2026, its #25 holding.
  • XY Planning Network first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.