BOK Financial Private Wealth’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$712K	Buy	10,488 +3,288	+46%	+$238K	0.04%	101
2025 Q4	$534K	Sell	7,200 -426	-6%	-$31.3K	0.03%	123
2025 Q3	$553K	Hold	7,626	–	–	0.03%	122
2025 Q2	$504K	Hold	7,626	–	–	0.03%	122
2025 Q1	$425K	Sell	7,626 -300	-4%	-$18.2K	0.03%	135
2024 Q4	$484K	Sell	7,926 -66	-0.8%	-$3.96K	0.04%	129
2024 Q3	$461K	Hold	7,992	–	–	0.03%	134
2024 Q2	$445K	Sell	7,992 -402	-5%	-$20.8K	0.03%	136
2024 Q1	$426K	Sell	8,394 -462	-5%	-$22.3K	0.03%	138
2023 Q4	$400K	Sell	8,856 -174	-2%	-$7.45K	0.03%	134
2023 Q3	$373K	Sell	9,030 -84	-0.9%	-$3.57K	0.03%	136
2023 Q2	$387K	Hold	9,114	–	–	0.03%	137
2023 Q1	$350K	Buy	9,114 +216	+2%	+$7.94K	0.03%	141
2022 Q4	$313K	Sell	8,898 -12,264	-58%	-$443K	0.03%	138
2022 Q3	$736K	Sell	21,162 -3,210	-13%	-$125K	0.07%	113
2022 Q2	$884K	Buy	24,372 +6,450	+36%	+$257K	0.08%	110
2022 Q1	$823K	Sell	17,922 -180	-1%	-$8.13K	0.06%	140
2021 Q4	$910K	Buy	18,102 +2,664	+17%	+$129K	0.06%	135
2021 Q3	$686K	Sell	15,438 -636	-4%	-$29.2K	0.05%	133
2021 Q2	$703K	Buy	16,074 +906	+6%	+$37.7K	0.06%	125
2021 Q1	$594K	Sell	15,168 -162	-1%	-$6.3K	0.05%	124
2020 Q4	$588K	Hold	15,330	–	–	0.06%	116
2020 Q3	$533K	Buy	15,330 +3,156	+26%	+$107K	0.06%	116
2020 Q2	$379K	Buy	+12,174	New	+$351K	0.04%	130

Other funds holding VOOG

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

BOK Financial Private Wealth increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 46% in Q1 2026, buying an estimated $238K and bringing the position to 10,488 shares worth $712K. The position accounts for 0.04% of the portfolio, ranked #101.

BOK Financial Private Wealth first reported a position in VOOG in Q2 2020 and has held it in 24 quarters since. The position peaked at $910K in Q4 2021. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

BOK Financial Private Wealth held 10,488 shares of Vanguard S&P 500 Growth ETF worth $712K as of Q1 2026.
BOK Financial Private Wealth bought 3,288 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $238K.
Vanguard S&P 500 Growth ETF made up 0.04% of BOK Financial Private Wealth's portfolio in Q1 2026, its #101 holding.
BOK Financial Private Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q2 2020 and has held it in 24 quarters since.
BOK Financial Private Wealth's Vanguard S&P 500 Growth ETF position peaked at $910K in Q4 2021.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

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