Country Club Bank’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.76M	Buy	28,303 +831	+3%	+$77.1K	0.16%	132
2025 Q2	$2.39M	Buy	27,472 +735	+3%	+$59.8K	0.15%	136
2025 Q1	$2.17M	Sell	26,737 -4,521	-14%	-$397K	0.15%	138
2024 Q4	$2.79M	Sell	31,258 -522	-2%	-$48.2K	0.19%	125
2024 Q3	$2.83M	Buy	31,780 +33	+0.1%	+$2.85K	0.19%	122
2024 Q2	$2.59M	Sell	31,747 -2,905	-8%	-$237K	0.18%	123
2024 Q1	$2.95M	Sell	34,652 -9,667	-22%	-$779K	0.21%	114
2023 Q4	$3.65M	Sell	44,319 -28,560	-39%	-$2.07M	0.28%	98
2023 Q3	$5.24M	Sell	72,879 -2,991	-4%	-$227K	0.43%	70
2023 Q2	$5.72M	Buy	75,870 +3,335	+5%	+$240K	0.45%	68
2023 Q1	$5.13M	Sell	72,535 -100	-0.1%	-$7.43K	0.42%	68
2022 Q4	$5.11M	Buy	+72,635	New	+$5.22M	0.45%	67

Other funds holding VTWO

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

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

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

Country Club Bank increased its Vanguard Russell 2000 ETF (VTWO) stake by 3% in Q3 2025, buying an estimated $77.1K and bringing the position to 28,303 shares worth $2.76M. The position accounts for 0.16% of the portfolio, ranked #132.

Country Club Bank first reported a position in VTWO in Q4 2022 and has held it in 12 quarters since. The position peaked at $5.72M in Q2 2023. 606 funds tracked by Wall St. Rank hold VTWO as of Q3 2025.

Country Club Bank held 28,303 shares of Vanguard Russell 2000 ETF worth $2.76M as of Q3 2025.
Country Club Bank bought 831 Vanguard Russell 2000 ETF shares in Q3 2025, an estimated $77.1K.
Vanguard Russell 2000 ETF made up 0.16% of Country Club Bank's portfolio in Q3 2025, its #132 holding.
Country Club Bank first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 12 quarters since.
Country Club Bank's Vanguard Russell 2000 ETF position peaked at $5.72M in Q2 2023.
606 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2025.

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