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Country Club Trust’s Vanguard Mid-Cap ETF VO Stock Holding History

Country Club Trust’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$1.81M Buy
28,348
+3,024
+12% +$190K 0.14% 132
2021
Q3 		$1.52M Buy
25,324
+400
+2% +$24.2K 0.13% 141
2021
Q2 		$1.48M Buy
24,924
+5,884
+31% +$341K 0.13% 138
2021
Q1 		$1.05M Buy
19,040
+1,208
+7% +$65.6K 0.1% 149
2020
Q4 		$920K Buy
17,832
+1,972
+12% +$95.5K 0.09% 146
2020
Q3 		$699K Buy
15,860
+440
+3% +$19.2K 0.08% 153
2020
Q2 		$622K Buy
15,420
+1,080
+8% +$41.4K 0.09% 128
2020
Q1 		$483K Buy
+14,340
New +$594K 0.07% 159

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Country Club Trust's VO Position: Q4 2021 in Review

Country Club Trust increased its Vanguard Mid-Cap ETF (VO) stake by 12% in Q4 2021, buying an estimated $190K and bringing the position to 28,348 shares worth $1.81M. The position accounts for 0.14% of the portfolio, ranked #132.

Country Club Trust first reported a position in VO in Q1 2020 and has held it in 8 quarters since. 1,577 funds tracked by Wall St. Rank hold VO as of Q4 2021.

  • Country Club Trust held 28,348 shares of Vanguard Mid-Cap ETF worth $1.81M as of Q4 2021.
  • Country Club Trust bought 3,024 Vanguard Mid-Cap ETF shares in Q4 2021, an estimated $190K.
  • Vanguard Mid-Cap ETF made up 0.14% of Country Club Trust's portfolio in Q4 2021, its #132 holding.
  • Country Club Trust first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and has held it in 8 quarters since.
  • 1,577 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2021.

Based on Country Club Trust's 13F filing for Q4 2021, filed 21 Jan 2022.