Country Club Bank’s Vanguard S&P 500 ETF VOO Stock Holding History

Country Club Bank’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.41M	Sell	3,952 -126	-3%	-$74.3K	0.14%	139
2025 Q2	$2.31M	Buy	4,078 +407	+11%	+$214K	0.15%	138
2025 Q1	$1.88M	Buy	3,671 +48	+1%	+$25.9K	0.13%	150
2024 Q4	$1.96M	Buy	3,623 +43	+1%	+$23.3K	0.13%	145
2024 Q3	$1.88M	Hold	3,580	–	–	0.13%	150
2024 Q2	$1.8M	Buy	3,580 +3	+0.1%	+$1.44K	0.13%	148
2024 Q1	$1.72M	Buy	3,577 +62	+2%	+$28.4K	0.12%	146
2023 Q4	$1.54M	Hold	3,515	–	–	0.12%	155
2023 Q3	$1.38M	Hold	3,515	–	–	0.11%	152
2023 Q2	$1.41M	Sell	3,515 -50	-1%	-$19.3K	0.11%	145
2023 Q1	$1.32M	Sell	3,565 -35	-1%	-$12.8K	0.11%	152
2022 Q4	$1.26M	Buy	3,600 +1,552	+76%	+$548K	0.11%	153
2022 Q3	$683K	Buy	2,048 +850	+71%	+$310K	0.07%	188
2022 Q2	$419K	Sell	1,198 -72	-6%	-$27.1K	0.04%	210
2022 Q1	$535K	Buy	+1,270	New	+$520K	0.05%	188

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Country Club Bank reduced its Vanguard S&P 500 ETF (VOO) stake by 3.1% in Q3 2025, selling an estimated $74.3K and leaving 3,952 shares worth $2.41M. The position accounts for 0.14% of the portfolio, ranked #139.

Country Club Bank first reported a position in VOO in Q1 2022 and has held it in 15 quarters since. 3,461 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

Country Club Bank held 3,952 shares of Vanguard S&P 500 ETF worth $2.41M as of Q3 2025.
Country Club Bank sold 126 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $74.3K.
Vanguard S&P 500 ETF made up 0.14% of Country Club Bank's portfolio in Q3 2025, its #139 holding.
Country Club Bank first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 15 quarters since.
3,461 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

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