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BOK Financial Private Wealth’s Vanguard Consumer Staples ETF VDC Stock Holding History

BOK Financial Private Wealth’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-528
Closed -$112K – 511
2025
Q4 		$112K Buy
+528
New +$112K 0.01% 212
2025
Q3 		– Sell
-39
Closed -$8.54K – 428
2025
Q2 		$8.54K Buy
+39
New +$8.55K ﹤0.01% 364

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

BOK Financial Private Wealth sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2026, closing a stake of 528 shares — an estimated $112K sold.

BOK Financial Private Wealth first reported a position in VDC in Q2 2025 and held it in 2 quarters. The position peaked at $112K in Q4 2025. 633 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • BOK Financial Private Wealth reported no remaining Vanguard Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 528 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $112K.
  • BOK Financial Private Wealth first reported a position in Vanguard Consumer Staples ETF in Q2 2025 and held it in 2 quarters.
  • BOK Financial Private Wealth's Vanguard Consumer Staples ETF position peaked at $112K in Q4 2025.
  • 633 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

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