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Park Square Financial Group’s Vanguard Financials ETF VFH Stock Holding History

Park Square Financial Group’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-954
Closed -$121K – 925
2025
Q2 		$121K Sell
954
-269
-22% -$32.1K 0.09% 172
2025
Q1 		$146K Hold
1,223
– – 0.12% 123
2024
Q4 		$144K Buy
+1,223
New +$145K 0.1% 127

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Park Square Financial Group sold out of Vanguard Financials ETF (VFH) in Q3 2025, closing a stake of 954 shares — an estimated $121K sold.

Park Square Financial Group first reported a position in VFH in Q4 2024 and held it in 3 quarters. The position peaked at $146K in Q1 2025. 710 funds tracked by Wall St. Rank hold VFH as of Q3 2025.

  • Park Square Financial Group reported no remaining Vanguard Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 954 Vanguard Financials ETF shares in Q3 2025, an estimated $121K.
  • Park Square Financial Group first reported a position in Vanguard Financials ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Vanguard Financials ETF position peaked at $146K in Q1 2025.
  • 710 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2025.

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