Sherrill & Hutchins Financial Advisory, Inc VONE holdings history
VANGUARD RUSSELL 1000 · CUSIP 92206C730 · CIK 2005607
As of 2026-06-30, Sherrill & Hutchins Financial Advisory, Inc reported 155.80K VONE (shares), valued at $52.77M, or 25.23% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares decreased 1.08%; reported value increased 13.53%, and weight changed -2.23 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 | 25.23% | 155,798 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 27.46% | 157,505 | SEC filing ↗Filed Apr 22, 2026 |
| Q4 2025 | 35.08% | 160,106 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 35.58% | 162,469 | SEC filing ↗Filed Oct 8, 2025 |
| Q2 2025 | 35.99% | 164,904 | SEC filing ↗Filed Jul 11, 2025 |
| Q1 2025 | 35.14% | 162,372 | SEC filing ↗Filed Apr 10, 2025 |
| Q4 2024 | 37.96% | 160,991 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 38.33% | 170,607 | SEC filing ↗Filed Oct 7, 2024 |
| Q2 2024 | 39.17% | 176,409 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 39.91% | 183,903 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 38.29% | 187,785 | SEC filing ↗Filed Jan 17, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 38.29% | 187,785 | $40.74M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 17, 2024 |
| Q1 2024 | 39.91% | 183,903 | $43.83M | Shares decreased 2.07%; reported value increased 7.58%, and weight changed +1.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 39.17% | 176,409 | $43.41M | Shares decreased 4.07%; reported value decreased 0.96%, and weight changed -0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 38.33% | 170,607 | $44.37M | Shares decreased 3.29%; reported value increased 2.21%, and weight changed -0.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q4 2024 | 37.96% | 160,991 | $42.94M | Shares decreased 5.64%; reported value decreased 3.22%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 35.14% | 162,372 | $41.22M | Shares increased 0.86%; reported value decreased 4.00%, and weight changed -2.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2025 |
| Q2 2025 | 35.99% | 164,904 | $46.31M | Shares increased 1.56%; reported value increased 12.36%, and weight changed +0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2025 |
| Q3 2025 | 35.58% | 162,469 | $49.12M | Shares decreased 1.48%; reported value increased 6.06%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2025 |
| Q4 2025 | 35.08% | 160,106 | $49.48M | Shares decreased 1.45%; reported value increased 0.73%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 27.46% | 157,505 | $46.48M | Shares decreased 1.62%; reported value decreased 6.06%, and weight changed -7.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2026 |
| Q2 2026 | 25.23% | 155,798 | $52.77M | Shares decreased 1.08%; reported value increased 13.53%, and weight changed -2.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2026 |
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