BOK Financial Private Wealth
VBK icon

BOK Financial Private Wealth’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

BOK Financial Private Wealth’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$40.5K Sell
120
-7
-6% -$2.44K ﹤0.01% 273
2026
Q2 		$46.4K Hold
127
– – ﹤0.01% 292
2026
Q1 		$38.4K Buy
127
+7
+6% +$2.2K ﹤0.01% 290
2025
Q4 		$36.3K Hold
120
– – ﹤0.01% 313
2025
Q3 		$35.8K Hold
120
– – ﹤0.01% 273
2025
Q2 		$33.3K Hold
120
– – ﹤0.01% 279
2025
Q1 		$30.2K Hold
120
– – ﹤0.01% 302
2024
Q4 		$33.6K Hold
120
– – ﹤0.01% 292
2024
Q3 		$32.1K Sell
120
-200
-63% -$51.2K ﹤0.01% 307
2024
Q2 		$80.2K Hold
320
– – 0.01% 215
2024
Q1 		$83.4K Buy
320
+200
+167% +$49.1K 0.01% 217
2023
Q4 		$29K Hold
120
– – ﹤0.01% 293
2023
Q3 		$25.7K Hold
120
– – ﹤0.01% 283
2023
Q2 		$27.6K Sell
120
-32
-21% -$6.96K ﹤0.01% 272
2023
Q1 		$32.9K Buy
152
+32
+27% +$6.92K ﹤0.01% 276
2022
Q4 		$24.1K Hold
120
– – ﹤0.01% 292
2022
Q3 		$23K Hold
120
– – ﹤0.01% 302
2022
Q2 		$24K Buy
+120
New +$26K ﹤0.01% 306

Other funds holding VBK

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

BOK Financial Private Wealth's VBK Position: Q3 2026 in Review

BOK Financial Private Wealth reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 5.5% in Q3 2026, selling an estimated $2.44K and leaving 120 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

BOK Financial Private Wealth first reported a position in VBK in Q2 2022 and has held it in 18 quarters since. The position peaked at $83.4K in Q1 2024. 1,163 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • BOK Financial Private Wealth held 120 shares of Vanguard Morningstar Small-Cap Growth ETF worth $40.5K as of Q3 2026.
  • BOK Financial Private Wealth sold 7 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $2.44K.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q3 2026, its #273 holding.
  • BOK Financial Private Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • BOK Financial Private Wealth's Vanguard Morningstar Small-Cap Growth ETF position peaked at $83.4K in Q1 2024.
  • 1,163 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on BOK Financial Private Wealth's 13F filing for Q3 2026, filed 13 Nov 2026.