BOK Financial Private Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47M	Buy	583,370 +8,846	+2%	+$686K	2.41%	12
2026 Q1	$41.2M	Sell	574,524 -8,912	-2%	-$662K	2.49%	12
2025 Q4	$42.3M	Buy	583,436 +8,396	+1%	+$611K	2.59%	10
2025 Q3	$42.4M	Sell	575,040 -24,580	-4%	-$1.77M	2.67%	10
2025 Q2	$42.1M	Sell	599,620 -19,964	-3%	-$1.31M	2.81%	10
2025 Q1	$40.1M	Buy	619,584 +1,108	+0.2%	+$74.4K	3.01%	10
2024 Q4	$40.8M	Sell	618,476 -21,956	-3%	-$1.49M	2.97%	10
2024 Q3	$42.2M	Sell	640,432 -28,488	-4%	-$1.79M	3.06%	10
2024 Q2	$40.6M	Sell	668,920 -23,260	-3%	-$1.41M	2.95%	11
2024 Q1	$43.2M	Sell	692,180 -23,844	-3%	-$1.41M	3.22%	11
2023 Q4	$41.6M	Sell	716,024 -36,920	-5%	-$1.97M	3.38%	10
2023 Q3	$39.2M	Sell	752,944 -26,684	-3%	-$1.46M	3.43%	10
2023 Q2	$42.9M	Sell	779,628 -198,064	-20%	-$10.4M	3.5%	11
2023 Q1	$51.6M	Sell	977,692 -25,816	-3%	-$1.37M	4.14%	10
2022 Q4	$51.1M	Buy	1,003,508 +420,800	+72%	+$21.4M	4.25%	8
2022 Q3	$27.4M	Sell	582,708 -2,308	-0.4%	-$121K	2.46%	11
2022 Q2	$28.8M	Buy	585,016 +3,996	+0.7%	+$216K	2.56%	9
2022 Q1	$34.5M	Sell	581,020 -54,364	-9%	-$3.19M	2.45%	9
2021 Q4	$40.5M	Buy	635,384 +7,364	+1%	+$462K	2.79%	9
2021 Q3	$37.2M	Sell	628,020 -22,304	-3%	-$1.35M	2.96%	7
2021 Q2	$38.6M	Sell	650,324 -48,204	-7%	-$2.79M	3.14%	7
2021 Q1	$38.7M	Sell	698,528 -46,368	-6%	-$2.52M	3.52%	7
2020 Q4	$38.5M	Sell	744,896 -101,708	-12%	-$4.92M	3.67%	8
2020 Q3	$37.3M	Sell	846,604 -17,584	-2%	-$766K	3.89%	5
2020 Q2	$35.4M	Buy	864,188 +480,336	+125%	+$18.4M	3.71%	7
2020 Q1	$12.6M	Buy	383,852 +377,872	+6,319%	+$15.6M	1.53%	15
2019 Q4	$266K	Buy	+5,980	New	+$257K	0.02%	165
2017 Q1	–	Sell	-9,060	Closed	-$298K	–	143
2016 Q4	$298K	Buy	+9,060	New	+$293K	0.05%	104

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

BOK Financial Private Wealth increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q2 2026, buying an estimated $686K and bringing the position to 583,370 shares worth $47M. The position accounts for 2.41% of the portfolio, ranked #12.

BOK Financial Private Wealth first reported a position in VO in Q4 2016 and has held it in 28 quarters since. The position peaked at $51.6M in Q1 2023. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

BOK Financial Private Wealth held 583,370 shares of Vanguard Morningstar Mid-Cap ETF worth $47M as of Q2 2026.
BOK Financial Private Wealth bought 8,846 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $686K.
Vanguard Morningstar Mid-Cap ETF made up 2.41% of BOK Financial Private Wealth's portfolio in Q2 2026, its #12 holding.
BOK Financial Private Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 28 quarters since.
BOK Financial Private Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $51.6M in Q1 2023.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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