PSIWM
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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Paradigm Strategies in Wealth Management's VOO Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 1,017 shares worth $699K. The stake represents 0.43% of the portfolio and ranks #32 among its holdings. This is a return to the name: Paradigm Strategies in Wealth Management previously reported a position in VOO as recently as Q2 2021.

Paradigm Strategies in Wealth Management first reported a position in VOO in Q1 2021 and has held it in 3 quarters since. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Paradigm Strategies in Wealth Management held 1,017 shares of Vanguard S&P 500 ETF worth $699K as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Paradigm Strategies in Wealth Management position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.43% of Paradigm Strategies in Wealth Management's portfolio in Q2 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 3 quarters since.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.