VisionPoint Advisory Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

VisionPoint Advisory Group’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	$864K	Sell	9,189 -3,344	-27%	-$311K	0.14%	164
2026 Q2	$1.21M	Buy	+12,533	New	+$1.16M	0.2%	118

Other funds holding AVEM

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

VisionPoint Advisory Group's AVEM Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 27% in Q3 2026, selling an estimated $311K and leaving 9,189 shares worth $864K. The position accounts for 0.14% of the portfolio, ranked #164.

VisionPoint Advisory Group first reported a position in AVEM in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.21M in Q2 2026. 258 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

VisionPoint Advisory Group held 9,189 shares of Avantis Emerging Markets Equity ETF worth $864K as of Q3 2026.
VisionPoint Advisory Group sold 3,344 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $311K.
Avantis Emerging Markets Equity ETF made up 0.14% of VisionPoint Advisory Group's portfolio in Q3 2026, its #164 holding.
VisionPoint Advisory Group first reported a position in Avantis Emerging Markets Equity ETF in Q2 2026 and has held it in 2 quarters since.
VisionPoint Advisory Group's Avantis Emerging Markets Equity ETF position peaked at $1.21M in Q2 2026.
258 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.