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
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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BOK Financial Private Wealth's VT Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of Vanguard Total World Stock ETF (VT) in Q2 2025, closing a stake of 8 shares — an estimated $928 sold.

BOK Financial Private Wealth first reported a position in VT in Q2 2022 and held it in 12 quarters. The position peaked at $1K in Q3 2022. 1,029 funds tracked by Wall St. Rank hold VT as of Q2 2025.

BOK Financial Private Wealth reported no remaining Vanguard Total World Stock ETF position as of Q2 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 8 Vanguard Total World Stock ETF shares in Q2 2025, an estimated $928.
BOK Financial Private Wealth first reported a position in Vanguard Total World Stock ETF in Q2 2022 and held it in 12 quarters.
BOK Financial Private Wealth's Vanguard Total World Stock ETF position peaked at $1K in Q3 2022.
1,029 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.