VWM
AVRE icon

Vermillion Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Vermillion Wealth Management’s Portfolio AVRE Stock Details AVRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-138
Closed -$5.93K – 538
2025
Q1 		$5.93K Buy
+138
New +$5.91K ﹤0.01% 1081

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Vermillion Wealth Management's AVRE Position: Q2 2025 in Review

Vermillion Wealth Management sold out of Avantis Real Estate ETF (AVRE) in Q2 2025, closing a stake of 138 shares — an estimated $5.93K sold.

Vermillion Wealth Management first reported a position in AVRE in Q1 2025 and held it in 1 quarter. The position peaked at $5.93K in Q1 2025. 133 funds tracked by Wall St. Rank hold AVRE as of Q2 2025.

  • Vermillion Wealth Management reported no remaining Avantis Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Vermillion Wealth Management sold 138 Avantis Real Estate ETF shares in Q2 2025, an estimated $5.93K.
  • Vermillion Wealth Management first reported a position in Avantis Real Estate ETF in Q1 2025 and held it in 1 quarter.
  • Vermillion Wealth Management's Avantis Real Estate ETF position peaked at $5.93K in Q1 2025.
  • 133 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2025.

Based on Vermillion Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.