Yardley Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Yardley Wealth Management’s Portfolio AVDE Stock Details AVDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.5M	Buy	319,168 +14,224	+5%	+$1.28M	12.93%	2
2026 Q1	$25.9M	Buy	304,944 +4,694	+2%	+$408K	13.26%	2
2025 Q4	$24.7M	Sell	300,250 -3,982	-1%	-$319K	13.14%	2
2025 Q3	$24M	Sell	304,232 -31,155	-9%	-$2.37M	13.41%	2
2025 Q2	$24.8M	Sell	335,387 -8,310	-2%	-$581K	13.57%	2
2025 Q1	$22.8M	Sell	343,697 -41,494	-11%	-$2.7M	13.42%	2
2024 Q4	$23.9M	Buy	385,191 +59,190	+18%	+$3.79M	11.61%	2
2024 Q3	$21.9M	Buy	+326,001	New	+$21M	12.96%	2

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Yardley Wealth Management's AVDE Position: Q2 2026 in Review

Yardley Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 4.7% in Q2 2026, buying an estimated $1.28M and bringing the position to 319,168 shares worth $28.5M. The position accounts for 12.93% of the portfolio, ranked #2.

Yardley Wealth Management first reported a position in AVDE in Q3 2024 and has held it in 8 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Yardley Wealth Management held 319,168 shares of Avantis International Equity ETF worth $28.5M as of Q2 2026.
Yardley Wealth Management bought 14,224 Avantis International Equity ETF shares in Q2 2026, an estimated $1.28M.
Avantis International Equity ETF made up 12.93% of Yardley Wealth Management's portfolio in Q2 2026, its #2 holding.
Yardley Wealth Management first reported a position in Avantis International Equity ETF in Q3 2024 and has held it in 8 quarters since.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.