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DHK Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

DHK Financial Advisors’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$15.7M Buy
122,314
+350
+0.3% +$41.9K 9.04% 3
2025
Q1 		$14.1M Sell
121,964
-19,400
-14% -$2.32M 7.76% 3
2024
Q4 		$16.6M Sell
141,364
-5,247
-4% -$630K 10.08% 3
2024
Q3 		$17.5M Buy
146,611
+346
+0.2% +$39.8K 10.76% 2
2024
Q2 		$16.5M Sell
146,265
-23,097
-14% -$2.55M 11.5% 2
2024
Q1 		$18.7M Sell
169,362
-74
-0% -$7.83K 13.25% 1
2023
Q4 		$17.4M Buy
169,436
+942
+0.6% +$90.7K 13.07% 1
2023
Q3 		$15.7M Buy
168,494
+515
+0.3% +$50K 13.99% 1
2023
Q2 		$16.3M Sell
167,979
-47
-0% -$4.41K 13.86% 1
2023
Q1 		$15.5M Buy
168,026
+384
+0.2% +$34.8K 19.23% 1
2022
Q4 		$14.4M Buy
167,642
+49,658
+42% +$4.24M 20.08% 1
2022
Q3 		$9.31M Sell
117,984
-48,059
-29% -$4.22M 15.28% 1
2022
Q2 		$14.2M Buy
166,043
+7,649
+5% +$707K 13.55% 3
2022
Q1 		$16M Buy
158,394
+293
+0.2% +$29.7K 13.54% 3
2021
Q4 		$17M Buy
+158,101
New +$16.8M 15.99% 2

Other funds holding VT

CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

DHK Financial Advisors increased its Vanguard Total World Stock ETF (VT) stake by 0.29% in Q2 2025, buying an estimated $41.9K and bringing the position to 122,314 shares worth $15.7M. The position accounts for 9.04% of the portfolio, ranked #3.

DHK Financial Advisors first reported a position in VT in Q4 2021 and has held it in 15 quarters since. The position peaked at $18.7M in Q1 2024. 1,032 funds tracked by Wall St. Rank hold VT as of Q2 2025.

  • DHK Financial Advisors held 122,314 shares of Vanguard Total World Stock ETF worth $15.7M as of Q2 2025.
  • DHK Financial Advisors bought 350 Vanguard Total World Stock ETF shares in Q2 2025, an estimated $41.9K.
  • Vanguard Total World Stock ETF made up 9.04% of DHK Financial Advisors's portfolio in Q2 2025, its #3 holding.
  • DHK Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 15 quarters since.
  • DHK Financial Advisors's Vanguard Total World Stock ETF position peaked at $18.7M in Q1 2024.
  • 1,032 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

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