BOK Financial Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.15M	Buy	5,328 +990	+23%	+$221K	0.07%	81
2025 Q4	$953K	Hold	4,338	–	–	0.06%	91
2025 Q3	$940K	Hold	4,338	–	–	0.06%	91
2025 Q2	$892K	Sell	4,338 -115	-3%	-$22.3K	0.06%	93
2025 Q1	$864K	Sell	4,453 -2,418	-35%	-$481K	0.06%	99
2024 Q4	$1.35M	Buy	6,871 +5,164	+303%	+$1.03M	0.1%	84
2024 Q3	$340K	Buy	1,707 +115	+7%	+$21.9K	0.02%	147
2024 Q2	$292K	Hold	1,592	–	–	0.02%	155
2024 Q1	$291K	Hold	1,592	–	–	0.02%	155
2023 Q4	$271K	Hold	1,592	–	–	0.02%	148
2023 Q3	$249K	Buy	1,592 +515	+48%	+$83.5K	0.02%	150
2023 Q2	$176K	Hold	1,077	–	–	0.01%	161
2023 Q1	$166K	Hold	1,077	–	–	0.01%	165
2022 Q4	$164K	Hold	1,077	–	–	0.01%	166
2022 Q3	$146K	Hold	1,077	–	–	0.01%	181
2022 Q2	$155K	Buy	+1,077	New	+$164K	0.01%	183

Other funds holding VIG

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

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

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

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

BOK Financial Private Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 23% in Q1 2026, buying an estimated $221K and bringing the position to 5,328 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #81.

BOK Financial Private Wealth first reported a position in VIG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.35M in Q4 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

BOK Financial Private Wealth held 5,328 shares of Vanguard Dividend Appreciation ETF worth $1.15M as of Q1 2026.
BOK Financial Private Wealth bought 990 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $221K.
Vanguard Dividend Appreciation ETF made up 0.07% of BOK Financial Private Wealth's portfolio in Q1 2026, its #81 holding.
BOK Financial Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 16 quarters since.
BOK Financial Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $1.35M in Q4 2024.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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