SEC 13F Intelligence

Paradigm Financial Advisors, LLC / VIG

Paradigm Financial Advisors, LLC’s Vanguard Specialized Funds Position

Does Paradigm Financial Advisors, LLC own Vanguard Specialized Funds (VIG)? Yes61.4K shares worth $11M (+2.33% of its 13F portfolio) as of Q4 2021, up from 60.8K shares the prior filed quarter.

Position Value
$11M
Q4 2021
Shares
61.4K
% of Portfolio
+2.33%
Quarters Held
13
currently held

Position History VIG

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $8MQ2 ’19Q3 ’19: $8MQ4 ’19: $9MQ4 ’19Q1 ’20: $7MQ2 ’20: $8MQ2 ’20Q3 ’20: $6MQ4 ’20: $10MQ4 ’20Q1 ’21: $9MQ2 ’21: $10MQ2 ’21Q3 ’21: $9MQ4 ’21: $11MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202161.4K$11M+2.33%
Q3 202160.8K$9M+2.15%
Q2 202161.7K$10M+2.12%
Q1 202162.7K$9M+2.24%
Q4 202073.7K$10M+2.81%
Q3 202046.3K$6M+1.69%
Q2 202070.3K$8M+2.62%
Q1 202070.3K$7M+2.70%
Q4 201970.2K$9M+3.00%
Q3 201968.9K$8M+3.22%
Q2 201966.6K$8M+2.83%
Q1 201968.8K$8M+2.86%
Q4 201868.2K$7M+2.98%

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 VIG.