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Country Club Bank’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Country Club Bank’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 		$4.53M Sell
61,796
-1,828
-3% -$131K 0.27% 98
2025
Q2 		$4.44M Buy
63,624
+156
+0.2% +$10.2K 0.28% 95
2025
Q1 		$4.08M Buy
63,468
+3,612
+6% +$242K 0.27% 98
2024
Q4 		$3.95M Buy
59,856
+3,092
+5% +$210K 0.26% 98
2024
Q3 		$3.73M Buy
56,764
+4,616
+9% +$290K 0.25% 102
2024
Q2 		$3.16M Buy
52,148
+6,076
+13% +$369K 0.22% 110
2024
Q1 		$2.88M Buy
46,072
+1,312
+3% +$77.5K 0.2% 116
2023
Q4 		$2.62M Sell
44,760
-1,360
-3% -$72.7K 0.2% 119
2023
Q3 		$2.41M Buy
46,120
+3,572
+8% +$196K 0.2% 123
2023
Q2 		$2.32M Sell
42,548
-6,304
-13% -$330K 0.18% 124
2023
Q1 		$2.53M Buy
48,852
+7,584
+18% +$403K 0.21% 114
2022
Q4 		$2.1M Buy
41,268
+14,308
+53% +$729K 0.18% 117
2022
Q3 		$1.28M Sell
26,960
-2,980
-10% -$156K 0.12% 144
2022
Q2 		$1.49M Buy
29,940
+420
+1% +$22.7K 0.14% 134
2022
Q1 		$1.78M Buy
+29,520
New +$1.73M 0.15% 119

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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

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

Country Club Bank reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.9% in Q3 2025, selling an estimated $131K and leaving 61,796 shares worth $4.53M. The position accounts for 0.27% of the portfolio, ranked #98.

Country Club Bank first reported a position in VO in Q1 2022 and has held it in 15 quarters since. 2,220 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Country Club Bank held 61,796 shares of Vanguard Morningstar Mid-Cap ETF worth $4.53M as of Q3 2025.
  • Country Club Bank sold 1,828 Vanguard Morningstar Mid-Cap ETF shares in Q3 2025, an estimated $131K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.27% of Country Club Bank's portfolio in Q3 2025, its #98 holding.
  • Country Club Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 15 quarters since.
  • 2,220 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2025.

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