Country Club Bank’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.4M	Hold	14,326	–	–	0.26%	100
2025 Q2	$4.08M	Buy	14,326 +584	+4%	+$154K	0.26%	102
2025 Q1	$3.51M	Sell	13,742 -282	-2%	-$76.4K	0.24%	110
2024 Q4	$3.8M	Hold	14,024	–	–	0.25%	100
2024 Q3	$3.68M	Buy	14,024 +111	+0.8%	+$28.2K	0.25%	104
2024 Q2	$3.5M	Hold	13,913	–	–	0.24%	102
2024 Q1	$3.34M	Sell	13,913 -735	-5%	-$168K	0.24%	104
2023 Q4	$3.21M	Hold	14,648	–	–	0.24%	108
2023 Q3	$2.88M	Sell	14,648 -869	-6%	-$177K	0.23%	109
2023 Q2	$3.11M	Hold	15,517	–	–	0.25%	108
2023 Q1	$2.86M	Buy	15,517 +7,049	+83%	+$1.28M	0.24%	104
2022 Q4	$1.48M	Buy	8,468 +6,279	+287%	+$1.1M	0.13%	138
2022 Q3	$363K	Buy	+2,189	New	+$398K	0.03%	225

Other funds holding VV

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Country Club Bank held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2025 at 14,326 shares worth $4.4M. The position accounts for 0.26% of the portfolio, ranked #100.

Country Club Bank first reported a position in VV in Q3 2022 and has held it in 13 quarters since. 1,266 funds tracked by Wall St. Rank hold VV as of Q3 2025.

Country Club Bank held 14,326 shares of Vanguard Morningstar Large-Cap ETF worth $4.4M as of Q3 2025.
Country Club Bank left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2025.
Vanguard Morningstar Large-Cap ETF made up 0.26% of Country Club Bank's portfolio in Q3 2025, its #100 holding.
Country Club Bank first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2022 and has held it in 13 quarters since.
1,266 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2025.

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