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Vista Capital Partners’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Vista Capital Partners’s Portfolio AVEE Stock Details AVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Sell
19,926
-142
-0.7% -$9.9K 0.12% 44
2026
Q1 		$1.27M Sell
20,068
-2,876
-13% -$188K 0.13% 42
2025
Q4 		$1.43M Sell
22,944
-1,808
-7% -$114K 0.14% 38
2025
Q3 		$1.59M Sell
24,752
-2,088
-8% -$130K 0.16% 31
2025
Q2 		$1.62M Buy
+26,840
New +$1.49M 0.18% 29

Other funds holding AVEE

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
KCWM
Kane Co Wealth Management Johnston, Iowa $132M AUM
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Vista Capital Partners's AVEE Position: Q2 2026 in Review

Vista Capital Partners reduced its Avantis Emerging Markets Small Cap Equity ETF (AVEE) stake by 0.71% in Q2 2026, selling an estimated $9.9K and leaving 19,926 shares worth $1.38M. The position accounts for 0.12% of the portfolio, ranked #44.

Vista Capital Partners first reported a position in AVEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.62M in Q2 2025. 16 funds tracked by Wall St. Rank hold AVEE as of Q2 2026.

  • Vista Capital Partners held 19,926 shares of Avantis Emerging Markets Small Cap Equity ETF worth $1.38M as of Q2 2026.
  • Vista Capital Partners sold 142 Avantis Emerging Markets Small Cap Equity ETF shares in Q2 2026, an estimated $9.9K.
  • Avantis Emerging Markets Small Cap Equity ETF made up 0.12% of Vista Capital Partners's portfolio in Q2 2026, its #44 holding.
  • Vista Capital Partners first reported a position in Avantis Emerging Markets Small Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Vista Capital Partners's Avantis Emerging Markets Small Cap Equity ETF position peaked at $1.62M in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.