SEC 13F Intelligence

Halpern Financial, Inc. / VUG

Halpern Financial, Inc.’s Vanguard Index Fds Position

Does Halpern Financial, Inc. own Vanguard Index Fds (VUG)? Yes — 11.8K shares worth $4M (+1.16% of its 13F portfolio) as of Q3 2024, up from 10.1K shares the prior filed quarter.

Position Value
$4M
Q3 2024
Shares
11.8K
% of Portfolio
+1.16%
Quarters Held
5
currently held

Position History VUG

Reported value by quarter
Q3 ’23: $1MQ3 ’23Q4 ’23: $2MQ4 ’23Q1 ’24: $3MQ1 ’24Q2 ’24: $4MQ2 ’24Q3 ’24: $4MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202411.8K$4M+1.16%
Q2 202410.1K$4M+1.04%
Q1 20248.9K$3M+0.88%
Q4 20238.0K$2M+0.75%
Q3 20235.2K$1M+0.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Halpern Financial, Inc.’s full portfolio or all institutional holders of VUG.