DHK Financial Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$637K	Buy	4,741 +27	+0.6%	+$3.33K	0.37%	51
2025 Q1	$545K	Hold	4,714	–	–	0.3%	55
2024 Q4	$540K	Buy	4,714 +103	+2%	+$12.4K	0.33%	52
2024 Q3	$581K	Buy	4,611 +21	+0.5%	+$2.53K	0.36%	47
2024 Q2	$539K	Buy	+4,590	New	+$539K	0.38%	46

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

DHK Financial Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.57% in Q2 2025, buying an estimated $3.33K and bringing the position to 4,741 shares worth $637K. The position accounts for 0.37% of the portfolio, ranked #51.

DHK Financial Advisors first reported a position in VSS in Q2 2024 and has held it in 5 quarters since. 650 funds tracked by Wall St. Rank hold VSS as of Q2 2025.

DHK Financial Advisors held 4,741 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $637K as of Q2 2025.
DHK Financial Advisors bought 27 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2025, an estimated $3.33K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.37% of DHK Financial Advisors's portfolio in Q2 2025, its #51 holding.
DHK Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2024 and has held it in 5 quarters since.
650 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2025.

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