BOK Financial Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

BOK Financial Private Wealth’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.57K	Hold	71	–	–	﹤0.01%	372
2025 Q4	$5.6K	Buy	71 +45	+173%	+$3.55K	﹤0.01%	412
2025 Q3	$2.05K	Hold	26	–	–	﹤0.01%	364
2025 Q2	$2.05K	Sell	26 -96	-79%	-$7.51K	﹤0.01%	404
2025 Q1	$9.52K	Buy	122 +1	+0.8%	+$78	﹤0.01%	390
2024 Q4	$9.38K	Sell	121 -1,471	-92%	-$114K	﹤0.01%	372
2024 Q3	$125K	Sell	1,592 -2	-0.1%	-$156	0.01%	195
2024 Q2	$122K	Sell	1,594 -1,836	-54%	-$140K	0.01%	194
2024 Q1	$263K	Sell	3,430 -365	-10%	-$28K	0.02%	162
2023 Q4	$292K	Sell	3,795 -48,738	-93%	-$3.69M	0.02%	147
2023 Q3	$3.95M	Buy	52,533 +865	+2%	+$65.2K	0.35%	42
2023 Q2	$3.9M	Buy	51,668 +22	+0%	+$1.68K	0.32%	46
2023 Q1	$3.95M	Sell	51,646 -6,434	-11%	-$488K	0.32%	46
2022 Q4	$4.37M	Sell	58,080 -13,250	-19%	-$994K	0.36%	42
2022 Q3	$5.34M	Buy	71,330 +5,890	+9%	+$450K	0.48%	30
2022 Q2	$5.03M	Buy	65,440 +32,021	+96%	+$2.47M	0.45%	33
2022 Q1	$2.6M	Buy	33,419 +13,093	+64%	+$1.04M	0.18%	82
2021 Q4	$1.64M	Buy	20,326 +261	+1%	+$21.2K	0.11%	101
2021 Q3	$1.64M	Buy	20,065 +37	+0.2%	+$3.04K	0.13%	94
2021 Q2	$1.65M	Buy	20,028 +12,569	+169%	+$1.03M	0.13%	91
2021 Q1	$613K	Sell	7,459 -4,856	-39%	-$401K	0.06%	121
2020 Q4	$1.02M	Sell	12,315 -13,183	-52%	-$1.09M	0.1%	96
2020 Q3	$2.12M	Sell	25,498 -18,642	-42%	-$1.55M	0.22%	75
2020 Q2	$3.67M	Buy	44,140 +12,897	+41%	+$1.07M	0.38%	51
2020 Q1	$2.57M	Buy	31,243 +16,278	+109%	+$1.32M	0.31%	67
2019 Q4	$1.21M	Buy	14,965 +4,926	+49%	+$398K	0.1%	95
2019 Q3	$811K	Buy	10,039 +1,250	+14%	+$101K	0.11%	53
2019 Q2	$708K	Buy	+8,789	New	+$701K	0.1%	57
2019 Q1	–	Sell	-4,082	Closed	-$321K	–	124
2018 Q4	$321K	Hold	4,082	–	–	0.04%	83
2018 Q3	$319K	Hold	4,082	–	–	0.05%	70
2018 Q2	$319K	Hold	4,082	–	–	0.05%	67
2018 Q1	$320K	Hold	4,082	–	–	0.05%	75
2017 Q4	$323K	Sell	4,082 -2,312	-36%	-$184K	0.05%	81
2017 Q3	$510K	Buy	6,394 +1,250	+24%	+$99.9K	0.08%	60
2017 Q2	$411K	Sell	5,144 -417	-7%	-$33.3K	0.06%	78
2017 Q1	$443K	Buy	5,561 +417	+8%	+$33.2K	0.06%	78
2016 Q4	$409K	Hold	5,144	–	–	0.06%	89
2016 Q3	$416K	Buy	5,144 +84	+2%	+$6.79K	0.06%	92
2016 Q2	$410K	Buy	+5,060	New	+$408K	0.07%	88

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BOK Financial Private Wealth's BSV Position: Q1 2026 in Review

BOK Financial Private Wealth held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 71 shares worth $5.57K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

BOK Financial Private Wealth first reported a position in BSV in Q2 2016 and has held it in 39 quarters since. The position peaked at $5.34M in Q3 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

BOK Financial Private Wealth held 71 shares of Vanguard Short-Term Bond ETF worth $5.57K as of Q1 2026.
BOK Financial Private Wealth left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #372 holding.
BOK Financial Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2016 and has held it in 39 quarters since.
BOK Financial Private Wealth's Vanguard Short-Term Bond ETF position peaked at $5.34M in Q3 2022.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.