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 Q3	$29.6M	Buy	328,571 +9,403	+3%	+$864K	12.93%	2
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Yardley Wealth Management's AVDE Position: Q3 2026 in Review

Yardley Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 2.9% in Q3 2026, buying an estimated $864K and bringing the position to 328,571 shares worth $29.6M. 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 9 quarters since. 241 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

Yardley Wealth Management held 328,571 shares of Avantis International Equity ETF worth $29.6M as of Q3 2026.
Yardley Wealth Management bought 9,403 Avantis International Equity ETF shares in Q3 2026, an estimated $864K.
Avantis International Equity ETF made up 12.93% of Yardley Wealth Management's portfolio in Q3 2026, its #2 holding.
Yardley Wealth Management first reported a position in Avantis International Equity ETF in Q3 2024 and has held it in 9 quarters since.
241 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Yardley Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.