SEC 13F Intelligence

Paradigm Financial Advisors, LLC / VTV

Paradigm Financial Advisors, LLC’s Vanguard Index Fds Position

Does Paradigm Financial Advisors, LLC own Vanguard Index Fds (VTV)? Yes — 89.9K shares worth $13M (+2.92% of its 13F portfolio) as of Q4 2021, down from 91.3K shares the prior filed quarter.

Position Value
$13M
Q4 2021
Shares
89.9K
% of Portfolio
+2.92%
Quarters Held
12
currently held

Position History VTV

Reported value by quarter
Q1 ’19: $4MQ1 ’19Q2 ’19: $4MQ3 ’19: $4MQ3 ’19Q4 ’19: $4MQ1 ’20: $7MQ1 ’20Q2 ’20: $7MQ3 ’20: $4MQ3 ’20Q4 ’20: $9MQ1 ’21: $11MQ1 ’21Q2 ’21: $12MQ3 ’21: $12MQ3 ’21Q4 ’21: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202189.9K$13M+2.92%
Q3 202191.3K$12M+2.85%
Q2 202190.5K$12M+2.77%
Q1 202182.1K$11M+2.62%
Q4 202072.0K$9M+2.32%
Q3 202041.5K$4M+1.23%
Q2 202073.5K$7M+2.33%
Q1 202075.5K$7M+2.50%
Q4 201933.7K$4M+1.39%
Q3 201932.8K$4M+1.43%
Q2 201935.9K$4M+1.47%
Q1 201935.3K$4M+1.44%

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 VTV.