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BOK Financial Private Wealth’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

BOK Financial Private Wealth’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$276K Hold
1,074
– – 0.02% 162
2025
Q4 		$300K Buy
1,074
+119
+12% +$34.1K 0.02% 160
2025
Q3 		$281K Hold
955
– – 0.02% 153
2025
Q2 		$272K Hold
955
– – 0.02% 153
2025
Q1 		$234K Hold
955
– – 0.02% 160
2024
Q4 		$242K Hold
955
– – 0.02% 164
2024
Q3 		$233K Sell
955
-307
-24% -$71.5K 0.02% 165
2024
Q2 		$290K Hold
1,262
– – 0.02% 156
2024
Q1 		$298K Buy
1,262
+337
+36% +$75.5K 0.02% 153
2023
Q4 		$203K Buy
925
+102
+12% +$20.4K 0.02% 164
2023
Q3 		$160K Sell
823
-1
-0.1% -$204 0.01% 164
2023
Q2 		$170K Sell
824
-136
-14% -$26.4K 0.01% 162
2023
Q1 		$187K Sell
960
-227
-19% -$43.5K 0.02% 161
2022
Q4 		$213K Hold
1,187
– – 0.02% 151
2022
Q3 		$202K Buy
1,187
+41
+4% +$7.76K 0.02% 170
2022
Q2 		$201K Buy
1,146
+36
+3% +$6.97K 0.02% 172
2022
Q1 		$247K Sell
1,110
-2
-0.2% -$441 0.02% 270
2021
Q4 		$283K Sell
1,112
-138
-11% -$34.8K 0.02% 239
2021
Q3 		$295K Sell
1,250
-67
-5% -$16.2K 0.02% 195
2021
Q2 		$311K Sell
1,317
-279
-17% -$62.6K 0.03% 175
2021
Q1 		$343K Buy
1,596
+435
+37% +$94.4K 0.03% 143
2020
Q4 		$246K Sell
1,161
-2
-0.2% -$394 0.02% 162
2020
Q3 		$210K Buy
+1,163
New +$205K 0.02% 160
2018
Q1 		– Sell
-1,835
Closed -$234K – 124
2017
Q4 		$234K Hold
1,835
– – 0.04% 111
2017
Q3 		$223K Hold
1,835
– – 0.04% 116
2017
Q2 		$216K Hold
1,835
– – 0.03% 127
2017
Q1 		$207K Buy
+1,835
New +$204K 0.03% 134

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

BOK Financial Private Wealth held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 1,074 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #162.

BOK Financial Private Wealth first reported a position in VOT in Q1 2017 and has held it in 27 quarters since. The position peaked at $343K in Q1 2021. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • BOK Financial Private Wealth held 1,074 shares of Vanguard Mid-Cap Growth ETF worth $276K as of Q1 2026.
  • BOK Financial Private Wealth left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap Growth ETF made up 0.02% of BOK Financial Private Wealth's portfolio in Q1 2026, its #162 holding.
  • BOK Financial Private Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2017 and has held it in 27 quarters since.
  • BOK Financial Private Wealth's Vanguard Mid-Cap Growth ETF position peaked at $343K in Q1 2021.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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