Park Square Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Park Square Financial Group’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,205	Closed	-$382K	–	922
2025 Q2	$382K	Sell	3,205 -117	-4%	-$13.6K	0.28%	61
2025 Q1	$431K	Sell	3,322 -194	-6%	-$24.5K	0.34%	47
2024 Q4	$427K	Buy	+3,516	New	+$448K	0.29%	45

Other funds holding VDE

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Park Square Financial Group's VDE Position: Q3 2025 in Review

Park Square Financial Group sold out of Vanguard Energy ETF (VDE) in Q3 2025, closing a stake of 3,205 shares — an estimated $382K sold.

Park Square Financial Group first reported a position in VDE in Q4 2024 and held it in 3 quarters. The position peaked at $431K in Q1 2025. 636 funds tracked by Wall St. Rank hold VDE as of Q3 2025.

Park Square Financial Group reported no remaining Vanguard Energy ETF position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 3,205 Vanguard Energy ETF shares in Q3 2025, an estimated $382K.
Park Square Financial Group first reported a position in Vanguard Energy ETF in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's Vanguard Energy ETF position peaked at $431K in Q1 2025.
636 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2025.

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