Notify me when Hapanowicz & Associates Financial Services, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 34 | $255,190,179 | +$36,524,757 | -$2,274,209 | +$34,250,548 | VONG, VONV, SPY, SCHR, VIG | 13F-HR | 10 Feb 2026, 19:30 |
| Q3 2025 | 34 | $216,603,090 | +$5,104,263 | -$1,474,928 | +$3,629,335 | VONG, VONV, SPY, VIG, VOT | 13F-HR | 10 Nov 2025, 21:44 |
| Q2 2025 | 34 | $198,012,387 | +$6,639,865 | -$5,866,067 | +$773,798 | VONG, VONV, SPY, VIG, VOT | 13F-HR | 05 Aug 2025, 11:43 |
| Q1 2025 | 32 | $179,620,432 | +$7,658,008 | -$16,903,787 | -$9,245,779 | VONV, VONG, SPY, VIG, VOT | 13F-HR | 25 Apr 2025, 19:26 |
| Q4 2024 | 28 | $199,078,315 | +$7,802,992 | -$10,812,695 | -$3,009,703 | VONG, VONV, SPY, FYX, VIG | 13F-HR | 31 Jan 2025, 20:01 |
| Q3 2024 | 29 | $198,617,768 | +$26,440,264 | -$14,301,707 | +$12,138,557 | VONG, VONV, FYX, SPY, VIG | 13F-HR | 30 Oct 2024, 11:19 |
| Q2 2024 | 30 | $175,139,040 | +$12,617,603 | -$13,294,699 | -$677,096 | VONG, VONV, FYX, IWS, VIG | 13F-HR | 26 Jul 2024, 17:03 |
| Q1 2024 | 31 | $175,119,206 | +$2,647,033 | -$1,658,005 | +$989,028 | VONG, VONV, FYX, IWS, VIG | 13F-HR | 08 May 2024, 10:22 |
| Q4 2023 | 31 | $162,354,437 | +$5,798,542 | -$655,054 | +$5,143,488 | VONG, VONV, FYX, IWS, VIG | 13F-HR | 31 Jan 2024, 15:54 |
| Q3 2023 | 29 | $140,732,633 | +$3,367,280 | -$6,335,649 | -$2,968,369 | VONG, VONV, FYX, IWS, VIG | 13F-HR | 25 Oct 2023, 21:50 |
| Q2 2023 | 33 | $149,514,751 | +$1,662,004 | -$5,537,472 | -$3,875,468 | VONG, VONV, IWS, FYX, VIG | 13F-HR | 28 Jul 2023, 13:58 |
| Q1 2023 | 29 | $144,914,346 | +$2,026,845 | -$223,570 | +$1,803,275 | VONG, VONV, IWS, FYX, VIG | 13F-HR | 27 Apr 2023, 21:05 |
| Q4 2022 | 30 | $137,792,727 | +$23,102,234 | -$1,576,124 | +$21,526,110 | VONV, VONG, IWS, FYX, VIG | 13F-HR | 27 Jan 2023, 18:08 |
| Q3 2022 | 27 | $108,221,000 | +$6,146,973 | -$20,338,715 | -$14,191,742 | VONG, VONV, IWS, FYX, VOT | 13F-HR | 20 Oct 2022, 18:49 |
| Q2 2022 | 29 | $128,038,000 | +$13,186,984 | -$82,461,042 | -$69,274,058 | VONG, VONV, IWS, FYX, BIV | 13F-HR | 15 Jul 2022, 18:11 |
| Q1 2022 | 26 | $218,321,000 | +$5,329,942 | -$3,033,337 | +$2,296,605 | BSV, VONV, VONG, IWS, FYX | 13F-HR | 21 Apr 2022, 20:02 |
| Q4 2021 | 33 | $225,268,000 | +$10,560,682 | -$23,987,982 | -$13,427,300 | BSV, VONV, VONG, IWS, FYX | 13F-HR | 10 Feb 2022, 16:16 |
| Q3 2021 | 30 | $232,046,000 | +$7,672,919 | -$342,980 | +$7,329,939 | BSV, VONV, VONG, IWS, FYX | 13F-HR | 18 Oct 2021, 10:47 |
| Q2 2021 | 30 | $226,988,000 | +$44,613,203 | -$2,198,265 | +$42,414,938 | BSV, VONV, VONG, IWS, EFV | 13F-HR | 20 Jul 2021, 21:49 |
| Q1 2021 | 29 | $210,371,000 | +$15,856,048 | -$6,382,752 | +$9,473,296 | BSV, VONV, VONG, IWS, FYX | 13F-HR | 29 Apr 2021, 11:04 |
| Q4 2020 | 35 | $193,038,000 | +$14,040,065 | -$7,814,118 | +$6,225,947 | BSV, VONG, VONV, FYX, IWS | 13F-HR | 01 Feb 2021, 18:34 |
| Q3 2020 | 30 | $170,176,000 | +$8,255,236 | -$3,304,175 | +$4,951,061 | BSV, VONG, VONV, FYX, EFV | 13F-HR | 28 Oct 2020, 20:44 |
| Q2 2020 | 18 | $158,936,000 | +$13,367,867 | -$12,057,486 | +$1,310,381 | BSV, VONG, VONV, FYX, EFV | 13F-HR | 30 Jul 2020, 21:44 |
| Q1 2020 | 18 | $140,342,000 | +$10,662,806 | -$13,885,727 | -$3,222,921 | BSV, VONG, VONV, EFV, FYX | 13F-HR | 23 Apr 2020, 16:29 |
| Q4 2019 | 22 | $165,567,000 | +$4,440,111 | -$1,881,737 | +$2,558,374 | BSV, VONV, VONG, EFV, IWS | 13F-HR | 17 Jan 2020, 15:59 |
| Q3 2019 | 16 | $156,669,000 | +$30,082,141 | -$24,845,432 | +$5,236,709 | BSV, VONV, VONG, EFV, IWS | 13F-HR | 28 Oct 2019, 16:54 |
| Q2 2019 | 18 | $151,534,000 | +$3,110,345 | -$3,812,724 | -$702,379 | BSV, VONV, VONG, BIV, EFV | 13F-HR | 29 Jul 2019, 11:52 |
| Q1 2019 | 19 | $149,218,000 | +$7,561,620 | -$3,485,616 | +$4,076,004 | BSV, VONV, VONG, BIV, EFV | 13F-HR | 18 Apr 2019, 08:02 |
| Q4 2018 | 18 | $134,265,000 | +$3,202,461 | -$4,425,194 | -$1,222,733 | BSV, VONV, VONG, BIV, EFV | 13F-HR | 05 Feb 2019, 06:58 |
| Q3 2018 | 17 | $148,767,000 | +$8,528,390 | -$6,729,863 | +$1,798,527 | BSV, VONV, VONG, BIV, EFV | 13F-HR | 17 Oct 2018, 16:53 |
| Q2 2018 | 16 | $143,112,000 | +$3,699,330 | -$38,289 | +$3,661,041 | BSV, VONV, VONG, BIV, EFV | 13F-HR | 19 Jul 2018, 15:34 |
| Q1 2018 | 15 | $136,264,000 | +$5,311,482 | $0 | +$5,311,482 | BSV, VONV, VONG, BIV, EFV | 13F-HR | 17 Apr 2018, 17:06 |
| Q4 2017 | 14 | $136,748,000 | +$1,823,278 | -$235,164 | +$1,588,114 | BSV, VONV, VONG, EFV, BIV | 13F-HR | 24 Jan 2018, 18:22 |
| Q3 2017 | 14 | $130,458,000 | +$10,334,937 | -$2,578,170 | +$7,756,767 | BSV, VONV, VONG, BIV, EFV | 13F-HR | 06 Nov 2017, 17:23 |
| Q2 2017 | 19 | $119,261,000 | +$10,574,232 | -$6,115,235 | +$4,458,997 | BSV, VONV, VONG, BIV, EFV | 13F-HR | 27 Jul 2017, 17:33 |
| Q1 2017 | 21 | $112,734,000 | +$10,277,240 | -$6,296,804 | +$3,980,436 | BSV, VONV, VONG, BIV, FYX | 13F-HR | 01 May 2017, 21:57 |
| Q4 2016 | 19 | $107,344,000 | $0 | $0 | $0 | BSV, VONV, VONG, BIV, IWS | 13F-HR | 03 Feb 2017, 20:52 |