PSFG
VUG icon

Park Square Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Park Square Financial Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-53,460
Closed -$3.91M – 947
2025
Q2 		$3.91M Buy
53,460
+19,464
+57% +$1.28M 2.83% 4
2025
Q1 		$2.1M Buy
33,996
+126
+0.4% +$8.5K 1.67% 15
2024
Q4 		$2.32M Buy
+33,870
New +$2.28M 1.6% 16

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Park Square Financial Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2025, closing a stake of 53,460 shares — an estimated $3.91M sold.

Park Square Financial Group first reported a position in VUG in Q4 2024 and held it in 3 quarters. The position peaked at $3.91M in Q2 2025. 2,604 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Park Square Financial Group reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 53,460 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $3.91M.
  • Park Square Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Vanguard Morningstar Growth ETF position peaked at $3.91M in Q2 2025.
  • 2,604 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

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