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Park Square Financial Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Park Square Financial Group’s Portfolio VGLT Stock Details VGLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,606
Closed -$146K – 926
2025
Q2 		$146K Buy
2,606
+243
+10% +$13.5K 0.11% 145
2025
Q1 		$136K Buy
2,363
+9
+0.4% +$507 0.11% 129
2024
Q4 		$130K Buy
+2,354
New +$136K 0.09% 137

Other funds holding VGLT

Empower Advisory Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Park Square Financial Group sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q3 2025, closing a stake of 2,606 shares — an estimated $146K sold.

Park Square Financial Group first reported a position in VGLT in Q4 2024 and held it in 3 quarters. The position peaked at $146K in Q2 2025. 394 funds tracked by Wall St. Rank hold VGLT as of Q3 2025.

  • Park Square Financial Group reported no remaining Vanguard Long-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 2,606 Vanguard Long-Term Treasury ETF shares in Q3 2025, an estimated $146K.
  • Park Square Financial Group first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Vanguard Long-Term Treasury ETF position peaked at $146K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q3 2025.

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