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Wedmont Private Capital’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Wedmont Private Capital’s Portfolio AVES Stock Details AVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.14M Buy
48,421
+1,844
+4% +$120K 0.08% 145
2026
Q2 		$3.06M Buy
46,577
+483
+1% +$31.6K 0.08% 133
2026
Q1 		$2.9M Sell
46,094
-52
-0.1% -$3.23K 0.09% 128
2025
Q4 		$2.76M Sell
46,146
-377
-0.8% -$21.8K 0.1% 130
2025
Q3 		$2.67M Hold
46,523
– – 0.1% 119
2025
Q2 		$2.51M Buy
46,523
+3,638
+8% +$180K 0.11% 116
2025
Q1 		$1.95M Buy
42,885
+8,613
+25% +$404K 0.1% 122
2024
Q4 		$1.54M Buy
34,272
+201
+0.6% +$9.97K 0.08% 147
2024
Q3 		$1.81M Hold
34,071
– – 0.1% 116
2024
Q2 		$1.71M Buy
34,071
+53
+0.2% +$2.58K 0.11% 112
2024
Q1 		$1.65M Buy
34,018
+138
+0.4% +$6.35K 0.12% 106
2023
Q4 		$1.53M Buy
33,880
+6,602
+24% +$291K 0.13% 104
2023
Q3 		$1.18M Sell
27,278
-1,356
-5% -$60K 0.12% 109
2023
Q2 		$1.29M Buy
28,634
+251
+0.9% +$10.9K 0.14% 99
2023
Q1 		$1.21M Buy
28,383
+8,319
+41% +$359K 0.16% 90
2022
Q4 		$864K Buy
+20,064
New +$806K 0.13% 126

Other funds holding AVES

AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Wedmont Private Capital's AVES Position: Q3 2026 in Review

Wedmont Private Capital increased its Avantis Emerging Markets Value ETF (AVES) stake by 4% in Q3 2026, buying an estimated $120K and bringing the position to 48,421 shares worth $3.14M. The position accounts for 0.08% of the portfolio, ranked #145.

Wedmont Private Capital first reported a position in AVES in Q4 2022 and has held it in 16 quarters since. 9 funds tracked by Wall St. Rank hold AVES as of Q3 2026.

  • Wedmont Private Capital held 48,421 shares of Avantis Emerging Markets Value ETF worth $3.14M as of Q3 2026.
  • Wedmont Private Capital bought 1,844 Avantis Emerging Markets Value ETF shares in Q3 2026, an estimated $120K.
  • Avantis Emerging Markets Value ETF made up 0.08% of Wedmont Private Capital's portfolio in Q3 2026, its #145 holding.
  • Wedmont Private Capital first reported a position in Avantis Emerging Markets Value ETF in Q4 2022 and has held it in 16 quarters since.
  • 9 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.