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DHK Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

DHK Financial Advisors’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.62M Sell
32,803
-1,127
-3% -$52.3K 0.93% 22
2025
Q1 		$1.54M Sell
33,930
-367
-1% -$16.5K 0.84% 25
2024
Q4 		$1.51M Buy
34,297
+28,083
+452% +$1.31M 0.92% 23
2024
Q3 		$297K Sell
6,214
-442
-7% -$19.7K 0.18% 70
2024
Q2 		$291K Sell
6,656
-104,344
-94% -$4.49M 0.2% 68
2024
Q1 		$4.64M Buy
111,000
+8,886
+9% +$363K 3.28% 8
2023
Q4 		$4.2M Buy
102,114
+173
+0.2% +$6.86K 3.15% 9
2023
Q3 		$4M Buy
101,941
+570
+0.6% +$23.3K 3.56% 7
2023
Q2 		$4.12M Buy
101,371
+2,547
+3% +$103K 3.51% 7
2023
Q1 		$3.99M Buy
98,824
+10,289
+12% +$419K 4.96% 5
2022
Q4 		$3.45M Buy
88,535
+110
+0.1% +$4.19K 4.8% 5
2022
Q3 		$3.23M Buy
88,425
+80,794
+1,059% +$3.28M 5.3% 5
2022
Q2 		$318K Buy
7,631
+52
+0.7% +$2.25K 0.3% 37
2022
Q1 		$350K Buy
7,579
+21
+0.3% +$1.01K 0.3% 33
2021
Q4 		$374K Buy
+7,558
New +$381K 0.35% 31

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

DHK Financial Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.3% in Q2 2025, selling an estimated $52.3K and leaving 32,803 shares worth $1.62M. The position accounts for 0.93% of the portfolio, ranked #22.

DHK Financial Advisors first reported a position in VWO in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.64M in Q1 2024. 2,267 funds tracked by Wall St. Rank hold VWO as of Q2 2025.

  • DHK Financial Advisors held 32,803 shares of Vanguard FTSE Emerging Markets ETF worth $1.62M as of Q2 2025.
  • DHK Financial Advisors sold 1,127 Vanguard FTSE Emerging Markets ETF shares in Q2 2025, an estimated $52.3K.
  • Vanguard FTSE Emerging Markets ETF made up 0.93% of DHK Financial Advisors's portfolio in Q2 2025, its #22 holding.
  • DHK Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 15 quarters since.
  • DHK Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $4.64M in Q1 2024.
  • 2,267 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2025.

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