Paradigm Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 193 filers reported holding VANGUARD WORLD FDS in Q4 2014. The put-call ratio across all filers is 2.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
Paradigm Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$489,000
+22.9%
6,295
+16.8%
0.11%
+17.4%
Q3 2021$398,000
+26.3%
5,390
+29.8%
0.09%
+31.4%
Q2 2021$315,000
+25.0%
4,153
-17.2%
0.07%
-12.5%
Q2 2020$252,000
-78.5%
5,018
-65.1%
0.08%
-80.1%
Q4 2019$1,171,000
-25.9%
14,369
-29.0%
0.40%
-34.8%
Q3 2019$1,580,000
-9.0%
20,246
-0.8%
0.62%
-3.4%
Q2 2019$1,736,000
-7.0%
20,417
-2.2%
0.64%
-9.6%
Q1 2019$1,866,000
+16.5%
20,877
+0.5%
0.71%
-1.1%
Q4 2018$1,602,000
-32.0%
20,781
-7.3%
0.72%
-22.4%
Q3 2018$2,355,000
+1.5%
22,407
+1.5%
0.92%
-7.0%
Q2 2018$2,320,000
+13.7%
22,084
-0.0%
0.99%
+11.2%
Q1 2018$2,040,000
-9.1%
22,094
-2.6%
0.89%
-12.6%
Q4 2017$2,245,000
-46.5%
22,692
-50.7%
1.02%
-1.8%
Q3 2017$4,194,000
+106.0%
46,075
+100.3%
1.04%
+0.7%
Q2 2017$2,036,000
-17.0%
23,006
-9.3%
1.03%
-18.1%
Q1 2017$2,453,000
-7.3%
25,367
+0.3%
1.26%
-13.0%
Q4 2016$2,646,000
+20.9%
25,283
+12.8%
1.45%
+10.3%
Q3 2016$2,189,000
+6.6%
22,410
+3.8%
1.31%
+5.5%
Q2 2016$2,053,000
+18.3%
21,588
+6.8%
1.24%
+84.7%
Q1 2016$1,735,000
+83.4%
20,216
+77.5%
0.67%
+13.3%
Q4 2015$946,000
+11.7%
11,392
+13.9%
0.59%
+6.5%
Q3 2015$847,000
+6.4%
10,000
+34.3%
0.56%
-6.8%
Q2 2015$796,000
+8.4%
7,444
+10.8%
0.60%
+5.5%
Q1 2015$734,000
-4.2%
6,718
-2.2%
0.57%
-8.7%
Q4 2014$766,000
-5.2%
6,868
+11.4%
0.62%
-9.9%
Q3 2014$808,000
-18.9%
6,165
-10.9%
0.69%
-18.8%
Q2 2014$996,000
+44.3%
6,922
+28.8%
0.85%
+33.9%
Q1 2014$690,0005,3760.64%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2014
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 208,791$26,811,00025.00%
Beacon Capital Management, Inc. 227,050$29,155,0006.96%
Summit Equities Inc 104,497$13,418,0005.92%
Creative Planning 1,584,650$203,485,0003.06%
Regis Management CO LLC 76,888$9,873,0003.06%
Baker Ellis Asset Management LLC 68,659$8,816,0003.05%
CHARTIST INC /CA/ 44,173$5,667,0003.02%
RAND WEALTH, LLC 78,663$10,101,0001.75%
Asset Management Group, Inc. 23,064$2,962,0001.70%
Archford Capital Strategies, LLC 11,929$1,531,808,0001.28%
View complete list of VANGUARD WORLD FDS shareholders