VUG — VANGUARD GROWTH ETF

Ownership history in Halpern Financial, Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Halpern Financial, Inc. reported a position in VANGUARD GROWTH ETF (VUG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.16% (2024 Q3)
Avg. % of fund
0.86%
First filed
2023 Q3
Last filed
2024 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 11,849 +1,760 +17.4% 1.16% $4.5M $381.70
2024 Q2 ADDED 10,089 +1,203 +13.5% 1.04% $3.8M $371.40
2024 Q1 ADDED 8,886 +870 +10.9% 0.88% $3.0M $341.38
2023 Q4 ADDED 8,016 +2,831 +54.6% 0.75% $2.4M $307.92
2023 Q3 INITIATED 5,185 — — 0.49% $1.4M —
% of Fund (quarterly)    VUG price (monthly, adj. close)

Other funds also holding VUG

As of 2025 Q4 — sorted by position size

Rezny Wealth Management, Inc. 3Y 7Y 31.56% GOLDEN ROAD ADVISORS LLC 31.16% Fee-Only Financial Planning, L.C. 3Y 30.43% Balentine LLC 3Y 7Y 29.44% Carter Financial, LLC 27.39% Cornerstone Management, Inc. 25.55% Mill Creek Capital Advisors, LLC 3Y 24.67% Trust Co of Tennessee 22.85% Dougherty Wealth Advisers LLC 3Y 7Y 22.49% STEVENS CAPITAL PARTNERS 3Y 21.41%
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