SEC 13F Intelligence

Paradigm Financial Advisors, LLC / VFH

Paradigm Financial Advisors, LLC’s Vanguard World Fd Position

Does Paradigm Financial Advisors, LLC own Vanguard World Fd (VFH)? Yes49.3K shares worth $5M (+1.05% of its 13F portfolio) as of Q4 2021, up from 47.6K shares the prior filed quarter.

Position Value
$5M
Q4 2021
Shares
49.3K
% of Portfolio
+1.05%
Quarters Held
12
currently held

Position History VFH

Reported value by quarter
Q1 ’19: $651,000Q1 ’19Q2 ’19: $658,000Q3 ’19: $615,000Q3 ’19Q4 ’19: $820,000Q1 ’20: $4MQ1 ’20Q2 ’20: $5MQ3 ’20: $3MQ3 ’20Q4 ’20: $3MQ1 ’21: $4MQ1 ’21Q2 ’21: $4MQ3 ’21: $4MQ3 ’21Q4 ’21: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202149.3K$5M+1.05%
Q3 202147.6K$4M+1.02%
Q2 202149.4K$4M+0.99%
Q1 202146.2K$4M+0.95%
Q4 202046.9K$3M+0.92%
Q3 202058.2K$3M+0.97%
Q2 202085.9K$5M+1.56%
Q1 202085.1K$4M+1.60%
Q4 201910.8K$820,000+0.28%
Q3 20198.8K$615,000+0.24%
Q2 20199.5K$658,000+0.24%
Q1 201910.1K$651,000+0.25%

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 VFH.