Paragon Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Paragon Advisors’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 Q1	$646K	Buy	1,081 +371	+52%	+$232K	0.17%	60
2025 Q4	$445K	Buy	710 +22	+3%	+$13.7K	0.12%	64
2025 Q3	$421K	Sell	688 -11	-2%	-$6.48K	0.11%	65
2025 Q2	$397K	Buy	699 +13	+2%	+$6.83K	0.1%	66
2025 Q1	$352K	Sell	686 -22	-3%	-$11.9K	0.13%	72
2024 Q4	$382K	Sell	708 -2	-0.3%	-$1.08K	0.13%	71
2024 Q3	$374K	Buy	710 +100	+16%	+$50.8K	0.12%	67
2024 Q2	$305K	Sell	610 -229	-27%	-$110K	0.11%	68
2024 Q1	$403K	Sell	839 -3,031	-78%	-$1.39M	0.16%	67
2023 Q4	$1.69M	Buy	3,870 +455	+13%	+$186K	0.71%	32
2023 Q3	$1.34M	Sell	3,415 -2,419	-41%	-$989K	0.55%	41
2023 Q2	$2.38M	Buy	5,834 +2,200	+61%	+$849K	0.77%	39
2023 Q1	$1.37M	Buy	3,634 +588	+19%	+$216K	0.46%	55
2022 Q4	$1.07M	Sell	3,046 -1,150	-27%	-$406K	0.47%	51
2022 Q3	$1.38M	Buy	+4,196	New	+$1.53M	0.7%	37

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Paragon Advisors's VOO Position: Q1 2026 in Review

Paragon Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 52% in Q1 2026, buying an estimated $232K and bringing the position to 1,081 shares worth $646K. The position accounts for 0.17% of the portfolio, ranked #60.

Paragon Advisors first reported a position in VOO in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.38M in Q2 2023. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Paragon Advisors held 1,081 shares of Vanguard S&P 500 ETF worth $646K as of Q1 2026.
Paragon Advisors bought 371 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $232K.
Vanguard S&P 500 ETF made up 0.17% of Paragon Advisors's portfolio in Q1 2026, its #60 holding.
Paragon Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 15 quarters since.
Paragon Advisors's Vanguard S&P 500 ETF position peaked at $2.38M in Q2 2023.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Paragon Advisors's 13F filing for Q1 2026, filed 4 May 2026.