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Vista Investment Partners II’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Vista Investment Partners II’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 		$698K Buy
7,425
+982
+15% +$91.3K 0.28% 77
2026
Q2 		$622K Buy
6,443
+1,398
+28% +$129K 0.24% 89
2026
Q1 		$407K Buy
+5,045
New +$419K 0.18% 102

Other funds holding AVEM

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vista Investment Partners II's AVEM Position: Q3 2026 in Review

Vista Investment Partners II increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 15% in Q3 2026, buying an estimated $91.3K and bringing the position to 7,425 shares worth $698K. The position accounts for 0.28% of the portfolio, ranked #77.

Vista Investment Partners II first reported a position in AVEM in Q1 2026 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

  • Vista Investment Partners II held 7,425 shares of Avantis Emerging Markets Equity ETF worth $698K as of Q3 2026.
  • Vista Investment Partners II bought 982 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $91.3K.
  • Avantis Emerging Markets Equity ETF made up 0.28% of Vista Investment Partners II's portfolio in Q3 2026, its #77 holding.
  • Vista Investment Partners II first reported a position in Avantis Emerging Markets Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 183 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Vista Investment Partners II's 13F filing for Q3 2026, filed 15 Oct 2026.