Paragon Private Wealth Management’s Vanguard Morningstar 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 Q2	$1.3M	Sell	16,185 -1,975	-11%	-$153K	0.34%	76
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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Paragon Private Wealth Management's VO Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, selling an estimated $153K and leaving 16,185 shares worth $1.3M. The position accounts for 0.34% of the portfolio, ranked #76.

Paragon Private Wealth Management first reported a position in VO in Q1 2025 and has held it in 6 quarters since. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Paragon Private Wealth Management held 16,185 shares of Vanguard Morningstar Mid-Cap ETF worth $1.3M as of Q2 2026.
Paragon Private Wealth Management sold 1,975 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $153K.
Vanguard Morningstar Mid-Cap ETF made up 0.34% of Paragon Private Wealth Management's portfolio in Q2 2026, its #76 holding.
Paragon Private Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.