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Park Square Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Park Square Financial Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,816
Closed -$127K – 936
2025
Q2 		$127K Buy
1,816
+1,600
+741% +$105K 0.09% 163
2025
Q1 		$14K Hold
216
– – 0.01% 526
2024
Q4 		$14.3K Buy
+216
New +$14.7K 0.01% 513

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Park Square Financial Group sold out of Vanguard Mid-Cap ETF (VO) in Q3 2025, closing a stake of 1,816 shares — an estimated $127K sold.

Park Square Financial Group first reported a position in VO in Q4 2024 and held it in 3 quarters. The position peaked at $127K in Q2 2025. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Park Square Financial Group reported no remaining Vanguard Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 1,816 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $127K.
  • Park Square Financial Group first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Vanguard Mid-Cap ETF position peaked at $127K in Q2 2025.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

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