PSFG
VPU

Park Square Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Park Square Financial Group’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,857
Closed -$681K – 938
2025
Q2 		$681K Sell
3,857
-20
-0.5% -$3.45K 0.49% 38
2025
Q1 		$662K Sell
3,877
-79
-2% -$13.3K 0.53% 35
2024
Q4 		$646K Buy
+3,956
New +$677K 0.45% 36

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Park Square Financial Group sold out of Vanguard Utilities ETF (VPU) in Q3 2025, closing a stake of 3,857 shares — an estimated $681K sold.

Park Square Financial Group first reported a position in VPU in Q4 2024 and held it in 3 quarters. The position peaked at $681K in Q2 2025. 621 funds tracked by Wall St. Rank hold VPU as of Q3 2025.

  • Park Square Financial Group reported no remaining Vanguard Utilities ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 3,857 Vanguard Utilities ETF shares in Q3 2025, an estimated $681K.
  • Park Square Financial Group first reported a position in Vanguard Utilities ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Vanguard Utilities ETF position peaked at $681K in Q2 2025.
  • 621 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2025.

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