DHK Financial Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

DHK Financial Advisors’s Portfolio VEU Stock Details VEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.94M	Buy	43,738 +5	+0%	+$317	1.69%	10
2025 Q1	$2.65M	Buy	43,733 +2	+0%	+$121	1.46%	13
2024 Q4	$2.51M	Buy	43,731 +11	+0%	+$663	1.52%	13
2024 Q3	$2.75M	Buy	+43,720	New	+$2.63M	1.69%	12
2024 Q2	–	Sell	-33,126	Closed	-$1.94M	–	98
2024 Q1	$1.94M	Buy	33,126 +459	+1%	+$25.9K	1.38%	19
2023 Q4	$1.83M	Buy	32,667 +35	+0.1%	+$1.85K	1.38%	20
2023 Q3	$1.69M	Buy	32,632 +419	+1%	+$22.7K	1.51%	16
2023 Q2	$1.75M	Buy	+32,213	New	+$1.75M	1.49%	17
2023 Q1	–	Sell	-33,489	Closed	-$1.68M	–	43
2022 Q4	$1.68M	Sell	33,489 -213	-0.6%	-$10.3K	2.33%	10
2022 Q3	$1.5M	Sell	33,702 -37,122	-52%	-$1.84M	2.46%	12
2022 Q2	$3.54M	Buy	70,824 +40	+0.1%	+$2.14K	3.38%	5
2022 Q1	$4.08M	Buy	70,784 +6	+0%	+$353	3.44%	5
2021 Q4	$4.34M	Buy	+70,778	New	+$4.38M	4.08%	5

Other funds holding VEU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DHK Financial Advisors's VEU Position: Q2 2025 in Review

DHK Financial Advisors increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.01% in Q2 2025, buying an estimated $317 and bringing the position to 43,738 shares worth $2.94M. The position accounts for 1.69% of the portfolio, ranked #10.

DHK Financial Advisors first reported a position in VEU in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.34M in Q4 2021. 1,355 funds tracked by Wall St. Rank hold VEU as of Q2 2025.

DHK Financial Advisors held 43,738 shares of Vanguard FTSE All-World ex-US ETF worth $2.94M as of Q2 2025.
DHK Financial Advisors bought 5 Vanguard FTSE All-World ex-US ETF shares in Q2 2025, an estimated $317.
Vanguard FTSE All-World ex-US ETF made up 1.69% of DHK Financial Advisors's portfolio in Q2 2025, its #10 holding.
DHK Financial Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and has held it in 13 quarters since.
DHK Financial Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $4.34M in Q4 2021.
1,355 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.