SEC 13F Intelligence

Paradigm Financial Advisors, LLC / VB

Paradigm Financial Advisors, LLC’s Vanguard Index Fds Position

Does Paradigm Financial Advisors, LLC own Vanguard Index Fds (VB)? Yes46.9K shares worth $11M (+2.34% of its 13F portfolio) as of Q4 2021, up from 45.2K shares the prior filed quarter.

Position Value
$11M
Q4 2021
Shares
46.9K
% of Portfolio
+2.34%
Quarters Held
13
currently held

Position History VB

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $12MQ2 ’19: $13MQ2 ’19Q3 ’19: $12MQ4 ’19: $13MQ4 ’19Q1 ’20: $9MQ2 ’20: $12MQ2 ’20Q3 ’20: $5MQ4 ’20: $10MQ4 ’20Q1 ’21: $10MQ2 ’21: $10MQ2 ’21Q3 ’21: $10MQ4 ’21: $11MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202146.9K$11M+2.34%
Q3 202145.2K$10M+2.28%
Q2 202145.9K$10M+2.30%
Q1 202147.6K$10M+2.47%
Q4 202049.1K$10M+2.58%
Q3 202030.2K$5M+1.32%
Q2 202079.5K$12M+3.68%
Q1 202081.8K$9M+3.51%
Q4 201979.1K$13M+4.50%
Q3 201975.3K$12M+4.52%
Q2 201981.4K$13M+4.70%
Q1 201979.4K$12M+4.60%
Q4 201876.2K$10M+4.48%

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