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 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 $3.19B AUM 14.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SFP

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Trailhead Planners Edina, Minnesota $104M AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Vestment Financial's AVSE Position: Q1 2026 in Review

Vestment Financial increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 4.1% in Q1 2026, buying an estimated $21.3K and bringing the position to 7,792 shares worth $578K. The position accounts for 0.27% of the portfolio, ranked #30.

Vestment Financial first reported a position in AVSE in Q4 2024 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold AVSE as of Q1 2026.

Vestment Financial held 7,792 shares of Avantis Responsible Emerging Markets Equity ETF worth $578K as of Q1 2026.
Vestment Financial bought 306 Avantis Responsible Emerging Markets Equity ETF shares in Q1 2026, an estimated $21.3K.
Avantis Responsible Emerging Markets Equity ETF made up 0.27% of Vestment Financial's portfolio in Q1 2026, its #30 holding.
Vestment Financial first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q4 2024 and has held it in 6 quarters since.
64 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q1 2026.

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