Park Square Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,045	Closed	-$756K	–	928
2025 Q2	$756K	Buy	3,045 +142	+5%	+$35.1K	0.55%	34
2025 Q1	$768K	Buy	2,903 +134	+5%	+$35.7K	0.61%	28
2024 Q4	$703K	Buy	+2,769	New	+$746K	0.49%	32

Other funds holding VHT

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

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

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

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

Park Square Financial Group sold out of Vanguard Health Care ETF (VHT) in Q3 2025, closing a stake of 3,045 shares — an estimated $756K sold.

Park Square Financial Group first reported a position in VHT in Q4 2024 and held it in 3 quarters. The position peaked at $768K in Q1 2025. 1,014 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

Park Square Financial Group reported no remaining Vanguard Health Care ETF position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 3,045 Vanguard Health Care ETF shares in Q3 2025, an estimated $756K.
Park Square Financial Group first reported a position in Vanguard Health Care ETF in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's Vanguard Health Care ETF position peaked at $768K in Q1 2025.
1,014 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

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