Paradigm Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Paradigm Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$5,358,000
+15.4%
11,694
+1.1%
1.18%
+10.7%
Q3 2021$4,644,000
+0.9%
11,572
+0.2%
1.07%
+4.5%
Q2 2021$4,604,000
+8.6%
11,545
-2.3%
1.02%
-0.5%
Q1 2021$4,238,000
+9.2%
11,822
+7.8%
1.03%
-2.0%
Q4 2020$3,881,000
-6.4%
10,970
-17.6%
1.05%
-10.7%
Q3 2020$4,145,000
-7.3%
13,309
-17.1%
1.18%
-17.2%
Q2 2020$4,473,000
+41.0%
16,048
+7.2%
1.42%
+20.5%
Q1 2020$3,172,000
+135.5%
14,967
+172.1%
1.18%
+155.2%
Q4 2019$1,347,000
+93.5%
5,501
+70.4%
0.46%
+69.9%
Q3 2019$696,000
+11500.0%
3,229
+4867.7%
0.27%
+4433.3%
Q1 2014$6,000650.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 75,583$30,331,00047.26%
Marks Wealth, LLC 141,818$56,910,00018.59%
NORTHSTAR ASSET MANAGEMENT Co LLC 116,116$46,597,00012.22%
Kinloch Capital, LLC 42,638$17,110,00012.08%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 36,534$14,661,00011.69%
TRUST CO OF OKLAHOMA 72,745$29,191,841,00010.44%
Curtis Advisory Group, LLC 69,280$27,801,00010.10%
CABANA LLC 6,319$2,744,0009.78%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 197,245$79,153,0009.52%
Annex Advisory Services, LLC 263,679$105,792,0008.65%
View complete list of VANGUARD WORLD FDS shareholders