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BOK Financial Private Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

BOK Financial Private Wealth’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$471K Sell
8,088
-53
-0.7% -$3.09K 0.02% 129
2026
Q1 		$477K Sell
8,141
-14,612
-64% -$858K 0.03% 126
2025
Q4 		$1.34M Buy
22,753
+2,042
+10% +$120K 0.08% 77
2025
Q3 		$1.22M Sell
20,711
-1,107,559
-98% -$65M 0.08% 76
2025
Q2 		$66.3M Buy
1,128,270
+960,709
+573% +$56.3M 4.42% 8
2025
Q1 		$9.83M Buy
167,561
+75,118
+81% +$4.38M 0.74% 17
2024
Q4 		$5.38M Buy
92,443
+32,808
+55% +$1.91M 0.39% 27
2024
Q3 		$3.52M Sell
59,635
-974,515
-94% -$57.1M 0.25% 42
2024
Q2 		$60M Buy
1,034,150
+122,756
+13% +$7.09M 4.36% 8
2024
Q1 		$52.9M Buy
911,394
+113,841
+14% +$6.62M 3.94% 8
2023
Q4 		$46.5M Sell
797,553
-18,537
-2% -$1.07M 3.78% 8
2023
Q3 		$47M Sell
816,090
-25,294
-3% -$1.46M 4.11% 8
2023
Q2 		$48.6M Sell
841,384
-46,715
-5% -$2.72M 3.96% 8
2023
Q1 		$52M Buy
888,099
+68,769
+8% +$3.99M 4.18% 9
2022
Q4 		$47.4M Buy
819,330
+85,109
+12% +$4.92M 3.93% 10
2022
Q3 		$42.4M Buy
734,221
+723,972
+7,064% +$42.4M 3.82% 8
2022
Q2 		$603K Sell
10,249
-849
-8% -$50.1K 0.05% 122
2022
Q1 		$658K Hold
11,098
– – 0.05% 155
2021
Q4 		$675K Hold
11,098
– – 0.05% 148
2021
Q3 		$682K Hold
11,098
– – 0.05% 134
2021
Q2 		$682K Sell
11,098
-4,454
-29% -$274K 0.06% 128
2021
Q1 		$957K Buy
15,552
+936
+6% +$57.6K 0.09% 102
2020
Q4 		$900K Sell
14,616
-520,812
-97% -$32.3M 0.09% 101
2020
Q3 		$33.2M Sell
535,428
-363,970
-40% -$22.6M 3.46% 9
2020
Q2 		$55.9M Buy
899,398
+24,159
+3% +$1.5M 5.85% 4
2020
Q1 		$54.6M Buy
875,239
+126,251
+17% +$7.75M 6.63% 3
2019
Q4 		$45.6M Buy
748,988
+33,407
+5% +$2.03M 3.84% 4
2019
Q3 		$43.6M Buy
715,581
+25,694
+4% +$1.56M 6.08% 5
2019
Q2 		$42M Sell
689,887
-176,849
-20% -$10.7M 6.14% 4
2019
Q1 		$52.4M Buy
866,736
+74,734
+9% +$4.5M 6.99% 4
2018
Q4 		$47.6M Sell
792,002
-19,237
-2% -$1.15M 6.46% 4
2018
Q3 		$48.5M Buy
811,239
+133,912
+20% +$8.01M 7.68% 4
2018
Q2 		$40.6M Buy
+677,327
New +$40.5M 6.55% 5

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

BOK Financial Private Wealth's VGSH Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 0.65% in Q2 2026, selling an estimated $3.09K and leaving 8,088 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #129.

BOK Financial Private Wealth first reported a position in VGSH in Q2 2018 and has held it in 33 quarters since. The position peaked at $66.3M in Q2 2025. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • BOK Financial Private Wealth held 8,088 shares of Vanguard Short-Term Treasury ETF worth $471K as of Q2 2026.
  • BOK Financial Private Wealth sold 53 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $3.09K.
  • Vanguard Short-Term Treasury ETF made up 0.02% of BOK Financial Private Wealth's portfolio in Q2 2026, its #129 holding.
  • BOK Financial Private Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q2 2018 and has held it in 33 quarters since.
  • BOK Financial Private Wealth's Vanguard Short-Term Treasury ETF position peaked at $66.3M in Q2 2025.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.