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Vantage Financial Partners (Illinois)’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Vantage Financial Partners (Illinois)’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
2024
Q2 		$14.7M Buy
240,379
+15,450
+7% +$926K 3.65% 9
2024
Q1 		$13M Buy
224,929
+92,047
+69% +$5.17M 3.4% 10
2023
Q4 		$7.49M Buy
+132,882
New +$7.15M 2.28% 17

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $1.66T AUM 25.57% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s AVEM Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 6.9% in Q2 2024, buying an estimated $926K and bringing the position to 240,379 shares worth $14.7M. The position accounts for 3.65% of the portfolio, ranked #9.

Vantage Financial Partners (Illinois) first reported a position in AVEM in Q4 2023 and has held it in 3 quarters since. 414 funds tracked by Wall St. Rank hold AVEM as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 240,379 shares of Avantis Emerging Markets Equity ETF worth $14.7M as of Q2 2024.
  • Vantage Financial Partners (Illinois) bought 15,450 Avantis Emerging Markets Equity ETF shares in Q2 2024, an estimated $926K.
  • Avantis Emerging Markets Equity ETF made up 3.65% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #9 holding.
  • Vantage Financial Partners (Illinois) first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 3 quarters since.
  • 414 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.