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 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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

Vestment Financial's AVES Position: Q1 2026 in Review

Vestment Financial reduced its Avantis Emerging Markets Value ETF (AVES) stake by 4.9% in Q1 2026, selling an estimated $26.6K and leaving 8,385 shares worth $549K. The position accounts for 0.26% of the portfolio, ranked #32.

Vestment Financial first reported a position in AVES in Q4 2024 and has held it in 6 quarters since. The position peaked at $577K in Q3 2025. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

Vestment Financial held 8,385 shares of Avantis Emerging Markets Value ETF worth $549K as of Q1 2026.
Vestment Financial sold 429 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $26.6K.
Avantis Emerging Markets Value ETF made up 0.26% of Vestment Financial's portfolio in Q1 2026, its #32 holding.
Vestment Financial first reported a position in Avantis Emerging Markets Value ETF in Q4 2024 and has held it in 6 quarters since.
Vestment Financial's Avantis Emerging Markets Value ETF position peaked at $577K in Q3 2025.
167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on Vestment Financial's 13F filing for Q1 2026, filed 1 May 2026.