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Park Square Financial Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Park Square Financial Group’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-230
Closed -$44.9K – 916
2025
Q2 		$44.9K Buy
230
+40
+21% +$7.4K 0.03% 315
2025
Q1 		$35.4K Hold
190
– – 0.03% 329
2024
Q4 		$37.7K Buy
+190
New +$39K 0.03% 320

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Betterment LLC
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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Park Square Financial Group's VBR Position: Q3 2025 in Review

Park Square Financial Group sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2025, closing a stake of 230 shares — an estimated $44.9K sold.

Park Square Financial Group first reported a position in VBR in Q4 2024 and held it in 3 quarters. The position peaked at $44.9K in Q2 2025. 1,572 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

  • Park Square Financial Group reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 230 Vanguard Small-Cap Value ETF shares in Q3 2025, an estimated $44.9K.
  • Park Square Financial Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Vanguard Small-Cap Value ETF position peaked at $44.9K in Q2 2025.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.