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Santori & Peters Inc’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Santori & Peters Inc’s Portfolio AVEM Stock Details AVEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$848K Buy
8,790
+721
+9% +$66.5K 0.24% 36
2026
Q1 		$650K Buy
8,069
+2,639
+49% +$219K 0.2% 38
2025
Q4 		$418K Buy
5,430
+478
+10% +$36.6K 0.14% 50
2025
Q3 		$372K Buy
+4,952
New +$354K 0.13% 51

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Santori & Peters Inc's AVEM Position: Q2 2026 in Review

Santori & Peters Inc increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 8.9% in Q2 2026, buying an estimated $66.5K and bringing the position to 8,790 shares worth $848K. The position accounts for 0.24% of the portfolio, ranked #36.

Santori & Peters Inc first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Santori & Peters Inc held 8,790 shares of Avantis Emerging Markets Equity ETF worth $848K as of Q2 2026.
  • Santori & Peters Inc bought 721 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $66.5K.
  • Avantis Emerging Markets Equity ETF made up 0.24% of Santori & Peters Inc's portfolio in Q2 2026, its #36 holding.
  • Santori & Peters Inc first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Santori & Peters Inc's 13F filing for Q2 2026, filed 24 Jul 2026.