Hapanowicz & Associates Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History

Hapanowicz & Associates Financial Services’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$270K	Hold	1,720	–	–	0.08%	31
2026 Q1	$238K	Sell	1,720 -59	-3%	-$8.49K	0.09%	31
2025 Q4	$251K	Buy	1,779 +30	+2%	+$4.19K	0.1%	29
2025 Q3	$241K	Hold	1,749	–	–	0.11%	30
2025 Q2	$225K	Hold	1,749	–	–	0.11%	33
2025 Q1	$203K	Hold	1,749	–	–	0.11%	32
2024 Q4	$205K	Hold	1,749	–	–	0.1%	28
2024 Q3	$209K	Buy	+1,749	New	+$201K	0.11%	29

Other funds holding VT

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Hapanowicz & Associates Financial Services's VT Position: Q2 2026 in Review

Hapanowicz & Associates Financial Services held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 1,720 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #31.

Hapanowicz & Associates Financial Services first reported a position in VT in Q3 2024 and has held it in 8 quarters since. 609 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Hapanowicz & Associates Financial Services held 1,720 shares of Vanguard Total World Stock ETF worth $270K as of Q2 2026.
Hapanowicz & Associates Financial Services left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.08% of Hapanowicz & Associates Financial Services's portfolio in Q2 2026, its #31 holding.
Hapanowicz & Associates Financial Services first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 8 quarters since.
609 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.