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Vertex Planning Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Vertex Planning Partners’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
Q1 		$5.07M Buy
62,968
+9,713
+18% +$807K 0.99% 21
2025
Q4 		$4.1M Buy
53,255
+25,543
+92% +$1.96M 0.95% 24
2025
Q3 		$2.08M Buy
+27,712
New +$1.98M 0.4% 48

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Vertex Planning Partners's AVEM Position: Q1 2026 in Review

Vertex Planning Partners increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 18% in Q1 2026, buying an estimated $807K and bringing the position to 62,968 shares worth $5.07M. The position accounts for 0.99% of the portfolio, ranked #21.

Vertex Planning Partners first reported a position in AVEM in Q3 2025 and has held it in 3 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Vertex Planning Partners held 62,968 shares of Avantis Emerging Markets Equity ETF worth $5.07M as of Q1 2026.
  • Vertex Planning Partners bought 9,713 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $807K.
  • Avantis Emerging Markets Equity ETF made up 0.99% of Vertex Planning Partners's portfolio in Q1 2026, its #21 holding.
  • Vertex Planning Partners first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.