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Country Club Bank’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Country Club Bank’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$9.3M Sell
66,215
-1,159
-2% -$159K 0.55% 44
2025
Q2 		$8.93M Sell
67,374
-2,432
-3% -$308K 0.56% 47
2025
Q1 		$8.9M Sell
69,806
-271
-0.4% -$35.5K 0.6% 44
2024
Q4 		$8.92M Sell
70,077
-2,363
-3% -$308K 0.6% 46
2024
Q3 		$9.25M Sell
72,440
-5,039
-7% -$622K 0.62% 43
2024
Q2 		$9.17M Sell
77,479
-4,137
-5% -$491K 0.64% 43
2024
Q1 		$9.87M Sell
81,616
-2,510
-3% -$288K 0.7% 43
2023
Q4 		$9.41M Sell
84,126
-6,642
-7% -$698K 0.71% 40
2023
Q3 		$9.43M Sell
90,768
-4,626
-5% -$496K 0.77% 36
2023
Q2 		$10M Sell
95,394
-6,075
-6% -$637K 0.8% 38
2023
Q1 		$10.6M Sell
101,469
-6,980
-6% -$751K 0.87% 36
2022
Q4 		$11.7M Sell
108,449
-6,171
-5% -$657K 1.02% 28
2022
Q3 		$11M Sell
114,620
-5,134
-4% -$534K 1.05% 25
2022
Q2 		$12.2M Buy
119,754
+637
+0.5% +$69K 1.13% 19
2022
Q1 		$13.6M Buy
+119,117
New +$13.3M 1.18% 25

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Country Club Bank reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.7% in Q3 2025, selling an estimated $159K and leaving 66,215 shares worth $9.3M. The position accounts for 0.55% of the portfolio, ranked #44.

Country Club Bank first reported a position in VYM in Q1 2022 and has held it in 15 quarters since. The position peaked at $13.6M in Q1 2022. 1,836 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

  • Country Club Bank held 66,215 shares of Vanguard High Dividend Yield ETF worth $9.3M as of Q3 2025.
  • Country Club Bank sold 1,159 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $159K.
  • Vanguard High Dividend Yield ETF made up 0.55% of Country Club Bank's portfolio in Q3 2025, its #44 holding.
  • Country Club Bank first reported a position in Vanguard High Dividend Yield ETF in Q1 2022 and has held it in 15 quarters since.
  • Country Club Bank's Vanguard High Dividend Yield ETF position peaked at $13.6M in Q1 2022.
  • 1,836 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

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