BOK Financial Private Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.51M	Buy	17,296 +2,848	+20%	+$262K	0.09%	76
2025 Q4	$1.36M	Buy	14,448 +6,136	+74%	+$583K	0.08%	76
2025 Q3	$776K	Hold	8,312	–	–	0.05%	104
2025 Q2	$689K	Sell	8,312 -64	-0.8%	-$4.65K	0.05%	108
2025 Q1	$568K	Hold	8,376	–	–	0.04%	116
2024 Q4	$651K	Buy	8,376 +1,056	+14%	+$81.1K	0.05%	116
2024 Q3	$537K	Hold	7,320	–	–	0.04%	128
2024 Q2	$528K	Sell	7,320 -2,000	-21%	-$133K	0.04%	127
2024 Q1	$611K	Buy	9,320 +576	+7%	+$36.5K	0.05%	120
2023 Q4	$529K	Buy	8,744 +1,600	+22%	+$89.1K	0.04%	122
2023 Q3	$371K	Hold	7,144	–	–	0.03%	137
2023 Q2	$395K	Sell	7,144 -408	-5%	-$20.5K	0.03%	136
2023 Q1	$364K	Hold	7,552	–	–	0.03%	139
2022 Q4	$302K	Hold	7,552	–	–	0.03%	139
2022 Q3	$291K	Hold	7,552	–	–	0.03%	146
2022 Q2	$308K	Hold	7,552	–	–	0.03%	149
2022 Q1	$393K	Sell	7,552 -112	-1%	-$5.75K	0.03%	194
2021 Q4	$439K	Buy	7,664 +112	+1%	+$6.15K	0.03%	185
2021 Q3	$379K	Hold	7,552	–	–	0.03%	172
2021 Q2	$376K	Buy	+7,552	New	+$356K	0.03%	158

Other funds holding VGT

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BOK Financial Private Wealth increased its Vanguard Information Technology ETF (VGT) stake by 20% in Q1 2026, buying an estimated $262K and bringing the position to 17,296 shares worth $1.51M. The position accounts for 0.09% of the portfolio, ranked #76.

BOK Financial Private Wealth first reported a position in VGT in Q2 2021 and has held it in 20 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

BOK Financial Private Wealth held 17,296 shares of Vanguard Information Technology ETF worth $1.51M as of Q1 2026.
BOK Financial Private Wealth bought 2,848 Vanguard Information Technology ETF shares in Q1 2026, an estimated $262K.
Vanguard Information Technology ETF made up 0.09% of BOK Financial Private Wealth's portfolio in Q1 2026, its #76 holding.
BOK Financial Private Wealth first reported a position in Vanguard Information Technology ETF in Q2 2021 and has held it in 20 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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