SEC 13F Intelligence

Paradigm Financial Advisors, LLC / VO

Paradigm Financial Advisors, LLC’s Vanguard Index Fds Position

Does Paradigm Financial Advisors, LLC own Vanguard Index Fds (VO)? Yes32.3K shares worth $8M (+1.82% of its 13F portfolio) as of Q4 2021, up from 30.2K shares the prior filed quarter.

Position Value
$8M
Q4 2021
Shares
32.3K
% of Portfolio
+1.82%
Quarters Held
13
currently held

Position History VO

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $12MQ2 ’19: $13MQ2 ’19Q3 ’19: $12MQ4 ’19: $13MQ4 ’19Q1 ’20: $10MQ2 ’20: $11MQ2 ’20Q3 ’20: $7MQ4 ’20: $7MQ4 ’20Q1 ’21: $7MQ2 ’21: $7MQ2 ’21Q3 ’21: $7MQ4 ’21: $8MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202132.3K$8M+1.82%
Q3 202130.2K$7M+1.65%
Q2 202129.5K$7M+1.56%
Q1 202131.3K$7M+1.68%
Q4 202032.7K$7M+1.83%
Q3 202037.8K$7M+1.89%
Q2 202069.6K$11M+3.63%
Q1 202074.4K$10M+3.64%
Q4 201973.5K$13M+4.50%
Q3 201972.1K$12M+4.72%
Q2 201976.8K$13M+4.72%
Q1 201975.2K$12M+4.58%
Q4 201873.1K$10M+4.50%

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 VO.