Paragon Private Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Paragon Private Wealth Management’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.3M	Buy	18,160 +3,348	+23%	+$249K	0.41%	70
2025 Q4	$1.07M	Buy	14,812 +188	+1%	+$13.7K	0.33%	81
2025 Q3	$1.07M	Buy	14,624 +1,116	+8%	+$80.1K	0.35%	81
2025 Q2	$945K	Buy	13,508 +3,256	+32%	+$214K	0.38%	76
2025 Q1	$663K	Buy	+10,252	New	+$688K	0.31%	94

Other funds holding VO

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Paragon Private Wealth Management's VO Position: Q1 2026 in Review

Paragon Private Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 23% in Q1 2026, buying an estimated $249K and bringing the position to 18,160 shares worth $1.3M. The position accounts for 0.41% of the portfolio, ranked #70.

Paragon Private Wealth Management first reported a position in VO in Q1 2025 and has held it in 5 quarters since. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Paragon Private Wealth Management held 18,160 shares of Vanguard Mid-Cap ETF worth $1.3M as of Q1 2026.
Paragon Private Wealth Management bought 3,348 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $249K.
Vanguard Mid-Cap ETF made up 0.41% of Paragon Private Wealth Management's portfolio in Q1 2026, its #70 holding.
Paragon Private Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.