SEC 13F Intelligence

Paradigm Financial Advisors, LLC / VBR

Paradigm Financial Advisors, LLC’s Vanguard Index Fds Position

Does Paradigm Financial Advisors, LLC own Vanguard Index Fds (VBR)? Yes36.5K shares worth $7M (+1.44% of its 13F portfolio) as of Q4 2021, down from 39.9K shares the prior filed quarter.

Position Value
$7M
Q4 2021
Shares
36.5K
% of Portfolio
+1.44%
Quarters Held
13
currently held

Position History VBR

Reported value by quarter
Q4 ’18: $224,000Q4 ’18Q1 ’19: $261,000Q2 ’19: $594,000Q2 ’19Q3 ’19: $580,000Q4 ’19: $633,000Q4 ’19Q1 ’20: $481,000Q2 ’20: $626,000Q2 ’20Q3 ’20: $514,000Q4 ’20: $524,000Q4 ’20Q1 ’21: $7MQ2 ’21: $8MQ2 ’21Q3 ’21: $7MQ4 ’21: $7MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202136.5K$7M+1.44%
Q3 202139.9K$7M+1.55%
Q2 202148.5K$8M+1.87%
Q1 202145.1K$7M+1.82%
Q4 20203.7K$524,000+0.14%
Q3 20204.6K$514,000+0.15%
Q2 20205.9K$626,000+0.20%
Q1 20205.4K$481,000+0.18%
Q4 20194.6K$633,000+0.22%
Q3 20194.5K$580,000+0.23%
Q2 20194.6K$594,000+0.22%
Q1 20192.0K$261,000+0.10%
Q4 20182.0K$224,000+0.10%

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 VBR.