Vestment Financial’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Vestment Financial’s Portfolio AVSE Stock Details AVSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$644K	Buy	8,098 +306	+4%	+$23.6K	0.29%	29
2026 Q1	$578K	Buy	7,792 +306	+4%	+$21.3K	0.27%	30
2025 Q4	$504K	Sell	7,486 -197	-3%	-$12.7K	0.26%	32
2025 Q3	$494K	Buy	7,683 +274	+4%	+$16.7K	0.28%	31
2025 Q2	$436K	Buy	7,409 +1,421	+24%	+$76.6K	0.28%	32
2025 Q1	$309K	Buy	5,988 +815	+16%	+$42K	0.22%	34
2024 Q4	$262K	Buy	+5,173	New	+$276K	0.2%	33

Other funds holding AVSE

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vestment Financial's AVSE Position: Q2 2026 in Review

Vestment Financial increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 3.9% in Q2 2026, buying an estimated $23.6K and bringing the position to 8,098 shares worth $644K. The position accounts for 0.29% of the portfolio, ranked #29.

Vestment Financial first reported a position in AVSE in Q4 2024 and has held it in 7 quarters since. 70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

Vestment Financial held 8,098 shares of Avantis Responsible Emerging Markets Equity ETF worth $644K as of Q2 2026.
Vestment Financial bought 306 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $23.6K.
Avantis Responsible Emerging Markets Equity ETF made up 0.29% of Vestment Financial's portfolio in Q2 2026, its #29 holding.
Vestment Financial first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
70 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Vestment Financial's 13F filing for Q2 2026, filed 24 Jul 2026.