Visionary Horizons’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Visionary Horizons’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 Q3	$13.8M	Buy	146,454 +7,443	+5%	+$692K	5.49%	4
2026 Q2	$13.4M	Buy	139,011 +21,731	+19%	+$2M	5.61%	5
2026 Q1	$9.45M	Buy	117,280 +37,901	+48%	+$3.15M	4.66%	5
2025 Q4	$6.11M	Sell	79,379 -2,323	-3%	-$178K	3.16%	7
2025 Q3	$6.14M	Buy	81,702 +6,093	+8%	+$435K	3.42%	7
2025 Q2	$5.18M	Sell	75,609 -840	-1%	-$52.9K	3.28%	7
2025 Q1	$4.6M	Sell	76,449 -69,652	-48%	-$4.19M	3.24%	8
2024 Q4	$8.59M	Buy	146,101 +5,650	+4%	+$352K	5.64%	4
2024 Q3	$9.07M	Buy	140,451 +4,668	+3%	+$286K	6.07%	4
2024 Q2	$8.3M	Sell	135,783 -7,468	-5%	-$448K	6.07%	4
2024 Q1	$8.24M	Buy	143,251 +5,417	+4%	+$305K	6.4%	4
2023 Q4	$7.77M	Buy	+137,834	New	+$7.42M	6.3%	5

Other funds holding AVEM

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Visionary Horizons's AVEM Position: Q3 2026 in Review

Visionary Horizons increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 5.4% in Q3 2026, buying an estimated $692K and bringing the position to 146,454 shares worth $13.8M. The position accounts for 5.49% of the portfolio, ranked #4.

Visionary Horizons first reported a position in AVEM in Q4 2023 and has held it in 12 quarters since. 483 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Visionary Horizons held 146,454 shares of Avantis Emerging Markets Equity ETF worth $13.8M as of Q3 2026.
Visionary Horizons bought 7,443 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $692K.
Avantis Emerging Markets Equity ETF made up 5.49% of Visionary Horizons's portfolio in Q3 2026, its #4 holding.
Visionary Horizons first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 12 quarters since.
483 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.