BOK Financial Private Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$144K	Buy	+920	New	+$140K	0.01%	202
2025 Q2	–	Sell	-8	Closed	-$928	–	502
2025 Q1	$928	Hold	8	–	–	﹤0.01%	460
2024 Q4	$940	Hold	8	–	–	﹤0.01%	515
2024 Q3	$958	Hold	8	–	–	﹤0.01%	497
2024 Q2	$902	Hold	8	–	–	﹤0.01%	449
2024 Q1	$884	Hold	8	–	–	﹤0.01%	440
2023 Q4	$824	Hold	8	–	–	﹤0.01%	499
2023 Q3	$746	Hold	8	–	–	﹤0.01%	370
2023 Q2	$776	Hold	8	–	–	﹤0.01%	348
2023 Q1	$737	Hold	8	–	–	﹤0.01%	458
2022 Q4	$690	Hold	8	–	–	﹤0.01%	351
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	362
2022 Q2	$1K	Buy	+8	New	+$740	﹤0.01%	368

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

BOK Financial Private Wealth opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 920 shares worth $144K. The stake represents 0.01% of the portfolio and ranks #202 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in VT as recently as Q1 2025.

BOK Financial Private Wealth first reported a position in VT in Q2 2022 and has held it in 13 quarters since. 1,319 funds tracked by Wall St. Rank hold VT as of Q2 2026.

BOK Financial Private Wealth held 920 shares of Vanguard Total World Stock ETF worth $144K as of Q2 2026.
Vanguard Total World Stock ETF was a new BOK Financial Private Wealth position in Q2 2026.
Vanguard Total World Stock ETF made up 0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #202 holding.
BOK Financial Private Wealth first reported a position in Vanguard Total World Stock ETF in Q2 2022 and has held it in 13 quarters since.
1,319 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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