SEC 13F Intelligence

Dhk Financial Advisors, Inc. / VEA

Dhk Financial Advisors, Inc.’s Vanguard Tax-Managed Fds Position

Does Dhk Financial Advisors, Inc. own Vanguard Tax-Managed Fds (VEA)? Not currently — the last reported position was 186.6K shares worth $9M in Q1 2024; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$9M
Q1 2024
Shares
186.6K
% of Portfolio
+6.63%
Quarters Held
7
position exited

Position History VEA

Reported value by quarter
Q3 ’22: $7MQ3 ’22Q4 ’22: $8MQ4 ’22Q1 ’23: $9MQ1 ’23Q2 ’23: $9MQ2 ’23Q3 ’23: $8MQ3 ’23Q4 ’23: $9MQ4 ’23Q1 ’24: $9MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024186.6K$9M+6.63%
Q4 2023187.3K$9M+6.73%
Q3 2023186.9K$8M+7.28%
Q2 2023186.7K$9M+7.34%
Q1 2023190.0K$9M+10.66%
Q4 2022178.8K$8M+10.43%
Q3 2022185.9K$7M+11.09%

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 VEA.