Country Club Bank’s Vanguard Health Care ETF VHT Stock Holding History

Country Club Bank’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	$739K	Hold	2,910	–	–	0.04%	236
2025 Q2	$719K	Hold	2,910	–	–	0.05%	236
2025 Q1	$765K	Hold	2,910	–	–	0.05%	229
2024 Q4	$737K	Sell	2,910 -830	-22%	-$224K	0.05%	231
2024 Q3	$1.05M	Hold	3,740	–	–	0.07%	199
2024 Q2	$1M	Sell	3,740 -675	-15%	-$177K	0.07%	198
2024 Q1	$1.19M	Hold	4,415	–	–	0.08%	183
2023 Q4	$1.11M	Hold	4,415	–	–	0.08%	183
2023 Q3	$1.04M	Hold	4,415	–	–	0.09%	178
2023 Q2	$1.07M	Hold	4,415	–	–	0.09%	171
2023 Q1	$1.04M	Hold	4,415	–	–	0.09%	172
2022 Q4	$1.1M	Buy	4,415 +1,505	+52%	+$365K	0.1%	163
2022 Q3	$659K	Hold	2,910	–	–	0.06%	190
2022 Q2	$688K	Hold	2,910	–	–	0.06%	186
2022 Q1	$748K	Buy	+2,910	New	+$719K	0.06%	175

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Country Club Bank's VHT Position: Q3 2025 in Review

Country Club Bank held its Vanguard Health Care ETF (VHT) position steady in Q3 2025 at 2,910 shares worth $739K. The position accounts for 0.04% of the portfolio, ranked #236.

Country Club Bank first reported a position in VHT in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.19M in Q1 2024. 1,011 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

Country Club Bank held 2,910 shares of Vanguard Health Care ETF worth $739K as of Q3 2025.
Country Club Bank left its Vanguard Health Care ETF share count unchanged in Q3 2025.
Vanguard Health Care ETF made up 0.04% of Country Club Bank's portfolio in Q3 2025, its #236 holding.
Country Club Bank first reported a position in Vanguard Health Care ETF in Q1 2022 and has held it in 15 quarters since.
Country Club Bank's Vanguard Health Care ETF position peaked at $1.19M in Q1 2024.
1,011 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.