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Paragon Advisors’s Vanguard Growth ETF VUG Stock Holding History

Paragon Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$285K Buy
3,918
+342
+10% +$26.6K 0.08% 69
2025
Q4 		$291K Sell
3,576
-360
-9% -$29.2K 0.08% 73
2025
Q3 		$315K Buy
3,936
+204
+5% +$15.6K 0.08% 68
2025
Q2 		$273K Buy
3,732
+252
+7% +$16.6K 0.07% 72
2025
Q1 		$215K Hold
3,480
– – 0.08% 81
2024
Q4 		$238K Hold
3,480
– – 0.08% 76
2024
Q3 		$223K Buy
+3,480
New +$216K 0.07% 76
2024
Q2 		– Sell
-5,880
Closed -$337K – 82
2024
Q1 		$337K Sell
5,880
-29,082
-83% -$1.6M 0.14% 70
2023
Q4 		$1.81M Sell
34,962
-2,184
-6% -$105K 0.77% 29
2023
Q3 		$1.69M Sell
37,146
-31,608
-46% -$1.49M 0.7% 33
2023
Q2 		$3.24M Sell
68,754
-576
-0.8% -$25K 1.05% 25
2023
Q1 		$2.88M Buy
69,330
+40,788
+143% +$1.59M 0.97% 24
2022
Q4 		$1.01M Sell
28,542
-15,048
-35% -$554K 0.45% 54
2022
Q3 		$1.55M Buy
+43,590
New +$1.75M 0.79% 34

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Paragon Advisors's VUG Position: Q1 2026 in Review

Paragon Advisors increased its Vanguard Growth ETF (VUG) stake by 9.6% in Q1 2026, buying an estimated $26.6K and bringing the position to 3,918 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #69.

Paragon Advisors first reported a position in VUG in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.24M in Q2 2023. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Paragon Advisors held 3,918 shares of Vanguard Growth ETF worth $285K as of Q1 2026.
  • Paragon Advisors bought 342 Vanguard Growth ETF shares in Q1 2026, an estimated $26.6K.
  • Vanguard Growth ETF made up 0.08% of Paragon Advisors's portfolio in Q1 2026, its #69 holding.
  • Paragon Advisors first reported a position in Vanguard Growth ETF in Q3 2022 and has held it in 14 quarters since.
  • Paragon Advisors's Vanguard Growth ETF position peaked at $3.24M in Q2 2023.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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