SEC 13F Intelligence

Dhk Financial Advisors, Inc. / ESGV

Dhk Financial Advisors, Inc.’s Vanguard World Fd Position

Does Dhk Financial Advisors, Inc. own Vanguard World Fd (ESGV)? Not currently — the last reported position was 50.5K shares worth $5M in Q1 2024; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$5M
Q1 2024
Shares
50.5K
% of Portfolio
+3.33%
Quarters Held
9
position exited

Position History ESGV

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’22: $1MQ1 ’23: $2MQ1 ’23Q2 ’23: $4MQ3 ’23: $4MQ3 ’23Q4 ’23: $4MQ1 ’24: $5MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202450.5K$5M+3.33%
Q4 202350.4K$4M+3.22%
Q3 202351.5K$4M+3.45%
Q2 202351.4K$4M+3.43%
Q1 202327.9K$2M+2.49%
Q4 202222.4K$1M+2.05%
Q3 202222.3K$1M+2.30%
Q2 202220.7K$1M+1.32%
Q1 202220.6K$2M+1.41%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dhk Financial Advisors, Inc.’s full portfolio or all institutional holders of ESGV.