VH
AVEM icon

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
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

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

Visionary Horizons's AVEM Position: Q2 2026 in Review

Visionary Horizons increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 19% in Q2 2026, buying an estimated $2M and bringing the position to 139,011 shares worth $13.4M. The position accounts for 5.61% of the portfolio, ranked #5.

Visionary Horizons first reported a position in AVEM in Q4 2023 and has held it in 11 quarters since. 543 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Visionary Horizons held 139,011 shares of Avantis Emerging Markets Equity ETF worth $13.4M as of Q2 2026.
  • Visionary Horizons bought 21,731 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $2M.
  • Avantis Emerging Markets Equity ETF made up 5.61% of Visionary Horizons's portfolio in Q2 2026, its #5 holding.
  • Visionary Horizons first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 543 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.