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Paradigm Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Paradigm Financial Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$8.22M Buy
129,116
+8,136
+7% +$510K 1.82% 14
2021
Q3 		$7.16M Buy
120,980
+2,996
+3% +$181K 1.65% 16
2021
Q2 		$7M Sell
117,984
-7,260
-6% -$421K 1.56% 19
2021
Q1 		$6.93M Sell
125,244
-5,752
-4% -$312K 1.68% 17
2020
Q4 		$6.77M Sell
130,996
-20,220
-13% -$979K 1.83% 16
2020
Q3 		$6.66M Sell
151,216
-127,348
-46% -$5.55M 1.89% 15
2020
Q2 		$11.4M Sell
278,564
-18,852
-6% -$722K 3.63% 6
2020
Q1 		$9.79M Buy
297,416
+3,404
+1% +$141K 3.64% 3
2019
Q4 		$13.1M Buy
294,012
+5,632
+2% +$242K 4.5% 4
2019
Q3 		$12.1M Sell
288,380
-18,652
-6% -$779K 4.72% 3
2019
Q2 		$12.8M Buy
307,032
+6,252
+2% +$256K 4.72% 3
2019
Q1 		$12.1M Buy
300,780
+8,500
+3% +$327K 4.58% 4
2018
Q4 		$10.1M Buy
292,280
+8,760
+3% +$329K 4.5% 3
2018
Q3 		$11.6M Buy
283,520
+2,400
+0.9% +$97.9K 4.55% 4
2018
Q2 		$11.1M Buy
281,120
+3,320
+1% +$130K 4.72% 4
2018
Q1 		$10.7M Buy
277,800
+6,732
+2% +$265K 4.67% 4
2017
Q4 		$10.5M Buy
271,068
+12,216
+5% +$461K 4.76% 4
2017
Q3 		$9.51M Buy
258,852
+11,004
+4% +$397K 4.6% 4
2017
Q2 		$8.83M Buy
247,848
+13,140
+6% +$464K 4.47% 4
2017
Q1 		$8.17M Buy
234,708
+7,060
+3% +$243K 4.19% 4
2016
Q4 		$7.49M Buy
227,648
+2,752
+1% +$89.1K 4.09% 3
2016
Q3 		$7.28M Buy
224,896
+4,820
+2% +$155K 4.36% 3
2016
Q2 		$6.8M Buy
220,076
+15,844
+8% +$484K 4.12% 4
2016
Q1 		$6.19M Buy
204,232
+27,852
+16% +$788K 2.4% 4
2015
Q4 		$5.3M Buy
176,380
+9,636
+6% +$294K 3.33% 7
2015
Q3 		$4.86M Buy
166,744
+10,028
+6% +$313K 3.2% 7
2015
Q2 		$4.99M Buy
156,716
+11,228
+8% +$364K 3.76% 3
2015
Q1 		$4.83M Buy
145,488
+8,468
+6% +$266K 3.73% 4
2014
Q4 		$4.23M Buy
137,020
+3,300
+2% +$99.5K 3.44% 7
2014
Q3 		$3.92M Sell
133,720
-2,912
-2% -$86.4K 3.35% 7
2014
Q2 		$4.05M Buy
136,632
+12,448
+10% +$355K 3.46% 5
2014
Q1 		$3.53M Buy
124,184
+7,056
+6% +$196K 3.25% 7
2013
Q4 		$3.22M Buy
+117,128
New +$3.12M 3.16% 6

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Paradigm Financial Advisors's VO Position: Q4 2021 in Review

Paradigm Financial Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.7% in Q4 2021, buying an estimated $510K and bringing the position to 129,116 shares worth $8.22M. The position accounts for 1.82% of the portfolio, ranked #14.

Paradigm Financial Advisors first reported a position in VO in Q4 2013 and has held it in 33 quarters since. The position peaked at $13.1M in Q4 2019. 1,579 funds tracked by Wall St. Rank hold VO as of Q4 2021.

  • Paradigm Financial Advisors held 129,116 shares of Vanguard Morningstar Mid-Cap ETF worth $8.22M as of Q4 2021.
  • Paradigm Financial Advisors bought 8,136 Vanguard Morningstar Mid-Cap ETF shares in Q4 2021, an estimated $510K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.82% of Paradigm Financial Advisors's portfolio in Q4 2021, its #14 holding.
  • Paradigm Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2013 and has held it in 33 quarters since.
  • Paradigm Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $13.1M in Q4 2019.
  • 1,579 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.