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

Paragon Financial Partners’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	$1.05M	Buy	1,632 +381	+30%	+$238K	0.59%	31
2025 Q4	$784K	Buy	1,251 +42	+3%	+$26.1K	0.48%	35
2025 Q3	$740K	Buy	1,209 +3	+0.2%	+$1.77K	0.47%	34
2025 Q2	$685K	Sell	1,206 -14	-1%	-$7.36K	0.47%	32
2025 Q1	$627K	Buy	1,220 +147	+14%	+$79.5K	0.49%	32
2024 Q4	$578K	Buy	1,073 +29	+3%	+$15.7K	0.44%	34
2024 Q3	$551K	Buy	1,044 +153	+17%	+$77.8K	0.4%	43
2024 Q2	$446K	Hold	891	–	–	0.35%	47
2024 Q1	$428K	Buy	891 +1	+0.1%	+$458	0.35%	49
2023 Q4	$389K	Sell	890 -75	-8%	-$30.7K	0.37%	51
2023 Q3	$379K	Buy	965 +150	+18%	+$61.3K	0.39%	49
2023 Q2	$332K	Sell	815 -291	-26%	-$112K	0.31%	57
2023 Q1	$416K	Sell	1,106 -29	-3%	-$10.6K	0.44%	46
2022 Q4	$399K	Buy	1,135 +175	+18%	+$61.8K	0.44%	44
2022 Q3	$315K	Buy	960 +45	+5%	+$16.4K	0.35%	54
2022 Q2	$317K	Hold	915	–	–	0.33%	56
2022 Q1	$380K	Buy	915 +35	+4%	+$14.3K	0.33%	59
2021 Q4	$384K	Buy	+880	New	+$371K	0.32%	59

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 Financial Partners's VOO Position: Q1 2026 in Review

Paragon Financial Partners increased its Vanguard S&P 500 ETF (VOO) stake by 30% in Q1 2026, buying an estimated $238K and bringing the position to 1,632 shares worth $1.05M. The position accounts for 0.59% of the portfolio, ranked #31.

Paragon Financial Partners first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Paragon Financial Partners held 1,632 shares of Vanguard S&P 500 ETF worth $1.05M as of Q1 2026.
Paragon Financial Partners bought 381 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $238K.
Vanguard S&P 500 ETF made up 0.59% of Paragon Financial Partners's portfolio in Q1 2026, its #31 holding.
Paragon Financial Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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