Paragon Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$491K	Buy	2,188 +4	+0.2%	+$892	0.28%	44
2025 Q4	$480K	Buy	2,184 +8	+0.4%	+$1.75K	0.3%	45
2025 Q3	$470K	Buy	2,176 +4	+0.2%	+$840	0.3%	44
2025 Q2	$445K	Hold	2,172	–	–	0.3%	44
2025 Q1	$421K	Buy	2,172 +5	+0.2%	+$994	0.33%	45
2024 Q4	$424K	Sell	2,167 -5,677	-72%	-$1.13M	0.32%	43
2024 Q3	$1.55M	Sell	7,844 -457	-6%	-$87K	1.14%	17
2024 Q2	$1.52M	Buy	8,301 +3	+0%	+$540	1.18%	15
2024 Q1	$1.52M	Buy	8,298 +446	+6%	+$78.4K	1.25%	15
2023 Q4	$1.34M	Buy	7,852 +23	+0.3%	+$3.7K	1.28%	13
2023 Q3	$1.22M	Buy	7,829 +14	+0.2%	+$2.27K	1.26%	13
2023 Q2	$1.27M	Buy	7,815 +8	+0.1%	+$1.25K	1.2%	14
2023 Q1	$1.2M	Buy	7,807 +202	+3%	+$30.9K	1.26%	13
2022 Q4	$1.15M	Sell	7,605 -55	-0.7%	-$8.2K	1.28%	14
2022 Q3	$1.03M	Buy	7,660 +15	+0.2%	+$2.23K	1.16%	15
2022 Q2	$1.1M	Buy	7,645 +17	+0.2%	+$2.59K	1.13%	17
2022 Q1	$1.24M	Buy	7,628 +738	+11%	+$119K	1.08%	18
2021 Q4	$1.18M	Buy	+6,890	New	+$1.14M	0.97%	19

Other funds holding VIG

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

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

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

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

Paragon Financial Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.18% in Q1 2026, buying an estimated $892 and bringing the position to 2,188 shares worth $491K. The position accounts for 0.28% of the portfolio, ranked #44.

Paragon Financial Partners first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.55M in Q3 2024. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Paragon Financial Partners held 2,188 shares of Vanguard Dividend Appreciation ETF worth $491K as of Q1 2026.
Paragon Financial Partners bought 4 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $892.
Vanguard Dividend Appreciation ETF made up 0.28% of Paragon Financial Partners's portfolio in Q1 2026, its #44 holding.
Paragon Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
Paragon Financial Partners's Vanguard Dividend Appreciation ETF position peaked at $1.55M in Q3 2024.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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