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

Country Club Bank’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$264K Hold
900
– – 0.02% 305
2025
Q2 		$254K Hold
900
– – 0.02% 303
2025
Q1 		$220K Hold
900
– – 0.01% 310
2024
Q4 		$230K Hold
900
– – 0.02% 307
2024
Q3 		$219K Hold
900
– – 0.01% 303
2024
Q2 		$207K Hold
900
– – 0.01% 298
2024
Q1 		$212K Buy
+900
New +$202K 0.02% 294

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Country Club Bank held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2025 at 900 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #305.

Country Club Bank first reported a position in VOT in Q1 2024 and has held it in 7 quarters since. 1,018 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

  • Country Club Bank held 900 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $264K as of Q3 2025.
  • Country Club Bank left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2025.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Country Club Bank's portfolio in Q3 2025, its #305 holding.
  • Country Club Bank first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 7 quarters since.
  • 1,018 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

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