Vestment Financial’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Vestment Financial’s Portfolio AVES Stock Details AVES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$508K	Buy	7,869 +55	+0.7%	+$3.57K	0.23%	33
2026 Q2	$506K	Sell	7,814 -571	-7%	-$37.4K	0.23%	32
2026 Q1	$549K	Sell	8,385 -429	-5%	-$26.6K	0.26%	32
2025 Q4	$529K	Sell	8,814 -1,215	-12%	-$70.3K	0.27%	31
2025 Q3	$577K	Sell	10,029 -142	-1%	-$7.89K	0.33%	29
2025 Q2	$549K	Buy	10,171 +5	+0%	+$248	0.35%	28
2025 Q1	$483K	Hold	10,166	–	–	0.35%	29
2024 Q4	$466K	Buy	+10,166	New	+$505K	0.36%	29

Other funds holding AVES

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Fidelity D&D Bancorp Dunmore, Pennsylvania $297M AUM 14.95% 1-Year Est. Return

Red Lighthouse Investment Management New York $338M AUM 18.26% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return

Vestment Financial's AVES Position: Q3 2026 in Review

Vestment Financial increased its Avantis Emerging Markets Value ETF (AVES) stake by 0.7% in Q3 2026, buying an estimated $3.57K and bringing the position to 7,869 shares worth $508K. The position accounts for 0.23% of the portfolio, ranked #33.

Vestment Financial first reported a position in AVES in Q4 2024 and has held it in 8 quarters since. The position peaked at $577K in Q3 2025. 124 funds tracked by Wall St. Rank hold AVES as of Q3 2026.

Vestment Financial held 7,869 shares of Avantis Emerging Markets Value ETF worth $508K as of Q3 2026.
Vestment Financial bought 55 Avantis Emerging Markets Value ETF shares in Q3 2026, an estimated $3.57K.
Avantis Emerging Markets Value ETF made up 0.23% of Vestment Financial's portfolio in Q3 2026, its #33 holding.
Vestment Financial first reported a position in Avantis Emerging Markets Value ETF in Q4 2024 and has held it in 8 quarters since.
Vestment Financial's Avantis Emerging Markets Value ETF position peaked at $577K in Q3 2025.
124 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2026.

Based on Vestment Financial's 13F filing for Q3 2026, filed 13 Oct 2026.