Paradigm Strategies in Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Paradigm Strategies in Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$719K	Buy	1,026 +9	+0.9%	+$6.29K	0.46%	32
2026 Q2	$699K	Buy	+1,017	New	+$678K	0.43%	32
2021 Q3	–	Sell	-27	Closed	-$11K	–	227
2021 Q2	$11K	Hold	27	–	–	0.01%	164
2021 Q1	$10K	Buy	+27	New	+$9.57K	0.01%	162

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Paradigm Strategies in Wealth Management's VOO Position: Q3 2026 in Review

Paradigm Strategies in Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.88% in Q3 2026, buying an estimated $6.29K and bringing the position to 1,026 shares worth $719K. The position accounts for 0.46% of the portfolio, ranked #32.

Paradigm Strategies in Wealth Management first reported a position in VOO in Q1 2021 and has held it in 4 quarters since. 745 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Paradigm Strategies in Wealth Management held 1,026 shares of Vanguard S&P 500 ETF worth $719K as of Q3 2026.
Paradigm Strategies in Wealth Management bought 9 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $6.29K.
Vanguard S&P 500 ETF made up 0.46% of Paradigm Strategies in Wealth Management's portfolio in Q3 2026, its #32 holding.
Paradigm Strategies in Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 4 quarters since.
745 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.