Paradigm Financial Advisors, LLC / VUG
Paradigm Financial Advisors, LLC’s Vanguard Index Fds Position
Does Paradigm Financial Advisors, LLC own Vanguard Index Fds (VUG)? Yes — 22.5K shares worth $7M (+1.60% of its 13F portfolio) as of Q4 2021, down from 22.7K shares the prior filed quarter.
Position Value
$7M
Q4 2021
Shares
22.5K
% of Portfolio
+1.60%
Quarters Held
13
currently held
Position History VUG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2021 | 22.5K | $7M | +1.60% |
| Q3 2021 | 22.7K | $7M | +1.52% |
| Q2 2021 | 22.9K | $7M | +1.46% |
| Q1 2021 | 23.4K | $6M | +1.46% |
| Q4 2020 | 25.2K | $6M | +1.72% |
| Q3 2020 | 34.8K | $8M | +2.25% |
| Q2 2020 | 57.9K | $12M | +3.72% |
| Q1 2020 | 57.0K | $9M | +3.32% |
| Q4 2019 | 56.5K | $10M | +3.54% |
| Q3 2019 | 55.0K | $9M | +3.57% |
| Q2 2019 | 59.9K | $10M | +3.60% |
| Q1 2019 | 59.9K | $9M | +3.55% |
| Q4 2018 | 58.4K | $8M | +3.50% |
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 VUG.