Paradigm Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
Paradigm Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$1,986,000
+11.6%
7,453
+3.5%
0.44%
+7.1%
Q3 2021$1,780,000
-0.1%
7,201
-0.2%
0.41%
+3.5%
Q2 2021$1,782,000
+10.8%
7,212
+2.5%
0.40%
+1.3%
Q1 2021$1,609,000
+1.8%
7,035
-0.4%
0.39%
-8.4%
Q4 2020$1,580,000
-0.4%
7,062
-9.2%
0.43%
-5.1%
Q3 2020$1,586,000
-45.6%
7,777
-48.6%
0.45%
-51.5%
Q2 2020$2,917,000
+17.4%
15,143
+1.3%
0.93%
+0.4%
Q1 2020$2,484,000
-15.3%
14,953
-2.2%
0.92%
-8.3%
Q4 2019$2,932,000
+17.2%
15,289
+2.5%
1.01%
+3.1%
Q3 2019$2,502,000
-3.0%
14,922
+0.7%
0.98%
+2.8%
Q2 2019$2,579,000
+0.7%
14,824
-0.2%
0.95%
-2.2%
Q1 2019$2,561,000
+8.7%
14,847
+1.2%
0.97%
-7.6%
Q4 2018$2,356,000
-12.4%
14,670
-1.5%
1.05%0.0%
Q3 2018$2,688,000
+5.7%
14,899
-6.8%
1.05%
-3.1%
Q2 2018$2,544,000
+2.1%
15,990
-1.5%
1.08%
-0.2%
Q1 2018$2,492,000
-9.5%
16,237
-9.2%
1.09%
-13.0%
Q4 2017$2,755,000
-50.9%
17,874
-52.2%
1.25%
-9.8%
Q3 2017$5,607,000
+103.7%
37,428
+100.4%
1.39%
-0.5%
Q2 2017$2,752,000
+2.4%
18,675
-4.2%
1.39%
+1.1%
Q1 2017$2,687,000
+13.3%
19,503
+4.3%
1.38%
+6.3%
Q4 2016$2,371,000
-4.7%
18,704
-0.1%
1.30%
-13.0%
Q3 2016$2,487,000
-1.7%
18,719
-3.5%
1.49%
-2.7%
Q2 2016$2,530,000
+10.7%
19,394
+4.6%
1.53%
+72.7%
Q1 2016$2,285,000
-3.0%
18,539
+4.6%
0.89%
-40.0%
Q4 2015$2,355,000
+21.1%
17,729
+11.8%
1.48%
+15.5%
Q3 2015$1,944,000
+11.0%
15,863
+26.7%
1.28%
-2.8%
Q2 2015$1,752,000
+17.5%
12,519
+13.8%
1.32%
+14.2%
Q1 2015$1,491,000
+23.5%
11,004
+14.4%
1.15%
+17.6%
Q4 2014$1,207,000
+237.2%
9,618
+213.8%
0.98%
+220.6%
Q3 2014$358,000
-2.2%
3,065
-6.7%
0.31%
-1.9%
Q2 2014$366,000
+281.2%
3,284
+267.3%
0.31%
+254.5%
Q1 2014$96,0008940.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders