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 Q2	$1.13M	Sell	1,626 -6	-0.4%	-$4K	0.6%	30
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Paragon Financial Partners's VOO Position: Q2 2026 in Review

Paragon Financial Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 0.37% in Q2 2026, selling an estimated $4K and leaving 1,626 shares worth $1.13M. The position accounts for 0.6% of the portfolio, ranked #30.

Paragon Financial Partners first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Paragon Financial Partners held 1,626 shares of Vanguard S&P 500 ETF worth $1.13M as of Q2 2026.
Paragon Financial Partners sold 6 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4K.
Vanguard S&P 500 ETF made up 0.6% of Paragon Financial Partners's portfolio in Q2 2026, its #30 holding.
Paragon Financial Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Paragon Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.