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Paradigm Financial Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Paradigm Financial Advisors’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$2.74M Buy
10,771
+67
+0.6% +$16.9K 0.61% 43
2021
Q3 		$2.53M Sell
10,704
-1,711
-14% -$414K 0.58% 45
2021
Q2 		$2.93M Sell
12,415
-254
-2% -$57K 0.65% 42
2021
Q1 		$2.72M Sell
12,669
-1,836
-13% -$398K 0.66% 43
2020
Q4 		$3.08M Sell
14,505
-3,131
-18% -$617K 0.83% 33
2020
Q3 		$3.18M Buy
17,636
+1,067
+6% +$188K 0.9% 30
2020
Q2 		$2.73M Buy
16,569
+1,615
+11% +$244K 0.87% 36
2020
Q1 		$1.89M Buy
14,954
+1,639
+12% +$249K 0.7% 45
2019
Q4 		$2.11M Buy
13,315
+55
+0.4% +$8.39K 0.73% 41
2019
Q3 		$1.96M Sell
13,260
-2,651
-17% -$397K 0.77% 40
2019
Q2 		$2.38M Buy
15,911
+1,583
+11% +$231K 0.87% 41
2019
Q1 		$2.05M Sell
14,328
-107
-0.7% -$14.4K 0.78% 43
2018
Q4 		$1.73M Sell
14,435
-260
-2% -$33.4K 0.77% 39
2018
Q3 		$2.09M Sell
14,695
-346
-2% -$48.5K 0.82% 37
2018
Q2 		$2.02M Sell
15,041
-432
-3% -$57.4K 0.86% 37
2018
Q1 		$2M Sell
15,473
-235
-1% -$30.9K 0.87% 34
2017
Q4 		$2.01M Buy
15,708
+120
+0.8% +$15.1K 0.91% 34
2017
Q3 		$1.9M Buy
15,588
+259
+2% +$30.9K 0.92% 36
2017
Q2 		$1.8M Buy
15,329
+198
+1% +$23K 0.91% 35
2017
Q1 		$1.71M Sell
15,131
-780
-5% -$86.7K 0.88% 34
2016
Q4 		$1.68M Buy
15,911
+19
+0.1% +$1.99K 0.92% 33
2016
Q3 		$1.69M Sell
15,892
-131
-0.8% -$13.9K 1.01% 33
2016
Q2 		$1.63M Buy
16,023
+35
+0.2% +$3.54K 0.99% 32
2016
Q1 		$1.6M Sell
15,988
-595
-4% -$55.5K 0.62% 32
2015
Q4 		$1.65M Sell
16,583
-330
-2% -$33.4K 1.04% 31
2015
Q3 		$1.65M Buy
16,913
+4,706
+39% +$491K 1.08% 32
2015
Q2 		$1.3M Buy
12,207
+635
+5% +$68.8K 0.98% 33
2015
Q1 		$1.25M Sell
11,572
-341
-3% -$35.5K 0.97% 33
2014
Q4 		$1.21M Sell
11,913
-88
-0.7% -$8.7K 0.98% 29
2014
Q3 		$1.16M Sell
12,001
-103
-0.9% -$9.98K 0.99% 34
2014
Q2 		$1.17M Sell
12,104
-1,003
-8% -$92.8K 0.99% 31
2014
Q1 		$1.21M Sell
13,107
-13
-0.1% -$1.19K 1.12% 29
2013
Q4 		$1.18M Buy
+13,120
New +$1.15M 1.16% 28

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Paradigm Financial Advisors increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.63% in Q4 2021, buying an estimated $16.9K and bringing the position to 10,771 shares worth $2.74M. The position accounts for 0.61% of the portfolio, ranked #43.

Paradigm Financial Advisors first reported a position in VOT in Q4 2013 and has held it in 33 quarters since. The position peaked at $3.18M in Q3 2020. 752 funds tracked by Wall St. Rank hold VOT as of Q4 2021.

  • Paradigm Financial Advisors held 10,771 shares of Vanguard Mid-Cap Growth ETF worth $2.74M as of Q4 2021.
  • Paradigm Financial Advisors bought 67 Vanguard Mid-Cap Growth ETF shares in Q4 2021, an estimated $16.9K.
  • Vanguard Mid-Cap Growth ETF made up 0.61% of Paradigm Financial Advisors's portfolio in Q4 2021, its #43 holding.
  • Paradigm Financial Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2013 and has held it in 33 quarters since.
  • Paradigm Financial Advisors's Vanguard Mid-Cap Growth ETF position peaked at $3.18M in Q3 2020.
  • 752 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2021.

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