Paragon Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Paragon Financial Partners’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$538K	Buy	5,592 +8	+0.1%	+$737	0.3%	42
2025 Q4	$526K	Buy	5,584 +8	+0.1%	+$760	0.32%	41
2025 Q3	$521K	Hold	5,576	–	–	0.33%	41
2025 Q2	$462K	Buy	5,576 +8	+0.1%	+$582	0.32%	42
2025 Q1	$377K	Buy	5,568 +8	+0.1%	+$603	0.3%	49
2024 Q4	$432K	Buy	5,560 +16	+0.3%	+$1.23K	0.33%	41
2024 Q3	$406K	Buy	5,544 +8	+0.1%	+$569	0.3%	54
2024 Q2	$399K	Hold	5,536	–	–	0.31%	51
2024 Q1	$363K	Buy	5,536 +16	+0.3%	+$1.01K	0.3%	56
2023 Q4	$334K	Buy	5,520 +16	+0.3%	+$891	0.32%	57
2023 Q3	$285K	Buy	5,504 +8	+0.1%	+$435	0.3%	61
2023 Q2	$304K	Hold	5,496	–	–	0.29%	61
2023 Q1	$265K	Buy	5,496 +16	+0.3%	+$707	0.28%	68
2022 Q4	$219K	Buy	5,480 +24	+0.4%	+$979	0.24%	74
2022 Q3	$210K	Hold	5,456	–	–	0.24%	72
2022 Q2	$223K	Buy	5,456 +8	+0.1%	+$360	0.23%	75
2022 Q1	$283K	Buy	5,448 +8	+0.1%	+$411	0.25%	69
2021 Q4	$311K	Buy	+5,440	New	+$299K	0.26%	66

Other funds holding VGT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Paragon Financial Partners's VGT Position: Q1 2026 in Review

Paragon Financial Partners increased its Vanguard Information Technology ETF (VGT) stake by 0.14% in Q1 2026, buying an estimated $737 and bringing the position to 5,592 shares worth $538K. The position accounts for 0.3% of the portfolio, ranked #42.

Paragon Financial Partners first reported a position in VGT in Q4 2021 and has held it in 18 quarters since. 1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Paragon Financial Partners held 5,592 shares of Vanguard Information Technology ETF worth $538K as of Q1 2026.
Paragon Financial Partners bought 8 Vanguard Information Technology ETF shares in Q1 2026, an estimated $737.
Vanguard Information Technology ETF made up 0.3% of Paragon Financial Partners's portfolio in Q1 2026, its #42 holding.
Paragon Financial Partners first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 18 quarters since.
1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.