AVEM β€” AVANTIS EMERGING MARKETS EQUITY ETF

Ownership history in WEST PACES ADVISORS INC.  Β·  9 quarters on record

AI Ownership Summary

WEST PACES ADVISORS INC. reported AVANTIS EMERGING MARKETS EQUITY ETF (AVEM) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.19% in 2024 Q3. The latest visible filing shows AVEM at 6.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEST PACES ADVISORS INC.'s position in AVANTIS EMERGING MARKETS EQUITY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AVEM was reported at 6.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.19% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WEST PACES ADVISORS INC. held AVEM β€” position size vs. price
% of Fund (quarterly)    AVEM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 405,298 +2,461 +0.6% 6.04% $31.2M 2026-02-14 (Est.) $86.21
2025 Q3 ADDED 402,837 +14,679 +3.8% 6.02% $30.3M 2025-10-22 $75.04
2025 Q2 REDUCED 388,158 -16,070 -4.0% 5.66% $26.6M 2025-07-23 $69.93
2025 Q1 REDUCED 404,228 -50,865 -11.2% 5.54% $24.3M 2025-04-15 $56.70
2024 Q4 ADDED 455,093 +416 +0.1% 6.53% $26.8M 2025-02-14 $59.54
2024 Q3 ADDED 454,677 +14,764 +3.4% 7.19% $29.4M 2024-10-15 $60.35
2024 Q2 ADDED 439,913 +19,340 +4.6% 7.01% $26.9M 2024-07-17 $59.11
2024 Q1 ADDED 420,573 +24,241 +6.1% 6.42% $24.4M 2024-04-15 $53.96
2023 Q4 INITIATED 396,332 β€” β€” 6.28% $22.3M 2024-01-30 $51.60

FAQ About WEST PACES ADVISORS INC. and AVEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEST PACES ADVISORS INC. reported owning AVEM?

WEST PACES ADVISORS INC. reported AVEM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVEM position in WEST PACES ADVISORS INC.'s portfolio?

The largest reported portfolio weight for AVEM was 7.19% in 2024 Q3.

What is the latest reported AVEM position on this page?

The most recent filing on this page is 2025 Q4, when WEST PACES ADVISORS INC. reported 405,298 shares, equal to 6.04% of portfolio, with an estimated market value of $31.2M.

What does the chart on this AVEM ownership page compare?

The chart compares WEST PACES ADVISORS INC.'s quarterly AVEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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