Hapanowicz & Associates Financial Services, Inc VONE holdings history
VANGUARD RUSSELL 1000 · CUSIP 92206C730 · CIK 1695959
As of 2026-06-30, Hapanowicz & Associates Financial Services, Inc reported 21.48K VONE (shares), valued at $7.28M, or 2.26% of its reported non-derivative portfolio. Filed 2026-07-29.
Verify history & sources →Shares decreased 2.64%; reported value increased 11.74%, and weight changed -0.33 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 | 2.26% | 21,485 | SEC filing ↗Filed Jul 29, 2026 |
| Q1 2026 | 2.59% | 22,067 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 2.72% | 22,482 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 2.96% | 21,196 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 2.89% | 20,360 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 2.43% | 17,209 | SEC filing ↗Filed Apr 28, 2025 |
| Q4 2024 | 2.27% | 16,915 | SEC filing ↗Filed Feb 3, 2025 |
| Q3 2024 | 2.28% | 17,409 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 2.44% | 17,378 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 2.32% | 17,045 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 2.24% | 16,796 | SEC filing ↗Filed Jan 31, 2024 |
| Q3 2023 | 2.33% | 16,818 | SEC filing ↗Filed Oct 26, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.33% | 16,818 | $3.27M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 26, 2023 |
| Q4 2023 | 2.24% | 16,796 | $3.64M | Shares decreased 0.13%; reported value increased 11.30%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 2.32% | 17,045 | $4.06M | Shares increased 1.48%; reported value increased 11.49%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 2.44% | 17,378 | $4.28M | Shares increased 1.95%; reported value increased 5.27%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 2.28% | 17,409 | $4.53M | Shares increased 0.18%; reported value increased 5.87%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 2.27% | 16,915 | $4.51M | Shares decreased 2.84%; reported value decreased 0.35%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 2.43% | 17,209 | $4.37M | Shares increased 1.74%; reported value decreased 3.17%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2025 |
| Q2 2025 | 2.89% | 20,360 | $5.72M | Shares increased 18.31%; reported value increased 30.90%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 2.96% | 21,196 | $6.41M | Shares increased 4.11%; reported value increased 12.07%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 2.72% | 22,482 | $6.95M | Shares increased 6.07%; reported value increased 8.41%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 2.59% | 22,067 | $6.51M | Shares decreased 1.85%; reported value decreased 6.27%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 2.26% | 21,485 | $7.28M | Shares decreased 2.64%; reported value increased 11.74%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2026 |
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