DHK Financial Advisors, Inc. VT holdings history
VANGUARD TOT WORLD STK ETF · CUSIP 922042742 · CIK 1922962
As of 2025-06-30, DHK Financial Advisors, Inc. reported 122.31K VT (shares), valued at $15.72M, or 9.04% of its reported non-derivative portfolio. Filed 2025-08-14.
Verify history & sources →Shares increased 0.29%; reported value increased 11.16%, and weight changed +1.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | Not reported | Not reported | No filing this quarter |
| Q4 2025 | Not reported | Not reported | No filing this quarter |
| Q3 2025 | Not reported | Not reported | No filing this quarter |
| Q2 2025 | 9.04% | 122,314 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 7.76% | 121,964 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 10.08% | 141,364 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 10.76% | 146,611 | SEC filing ↗Filed Oct 24, 2024 |
| Q2 2024 | 11.50% | 146,265 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 13.25% | 169,362 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 13.07% | 169,436 | SEC filing ↗Filed Jan 29, 2024 |
| Q3 2023 | 13.99% | 168,494 | SEC filing ↗Filed Nov 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 13.99% | 168,494 | $15.70M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 1, 2023 |
| Q4 2023 | 13.07% | 169,436 | $17.43M | Shares increased 0.56%; reported value increased 11.03%, and weight changed -0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 13.25% | 169,362 | $18.71M | Shares decreased 0.04%; reported value increased 7.36%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 11.50% | 146,265 | $16.47M | Shares decreased 13.64%; reported value decreased 11.97%, and weight changed -1.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 10.76% | 146,611 | $17.55M | Shares increased 0.24%; reported value increased 6.53%, and weight changed -0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2024 |
| Q4 2024 | 10.08% | 141,364 | $16.61M | Shares decreased 3.58%; reported value decreased 5.37%, and weight changed -0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 7.76% | 121,964 | $14.14M | Shares decreased 13.72%; reported value decreased 14.85%, and weight changed -2.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 9.04% | 122,314 | $15.72M | Shares increased 0.29%; reported value increased 11.16%, and weight changed +1.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
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This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.