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BOK Financial Private Wealth’s Vanguard Russell 3000 ETF VTHR Stock Holding History

BOK Financial Private Wealth’s Portfolio VTHR Stock Details VTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$365K Sell
1,101
-179
-14% -$57.3K 0.02% 139
2026
Q1 		$368K Sell
1,280
-358
-22% -$108K 0.02% 145
2025
Q4 		$492K Sell
1,638
-169
-9% -$50.4K 0.03% 128
2025
Q3 		$532K Hold
1,807
– – 0.03% 123
2025
Q2 		$493K Hold
1,807
– – 0.03% 124
2025
Q1 		$446K Hold
1,807
– – 0.03% 129
2024
Q4 		$469K Hold
1,807
– – 0.03% 132
2024
Q3 		$458K Hold
1,807
– – 0.03% 135
2024
Q2 		$434K Buy
1,807
+139
+8% +$32.2K 0.03% 138
2024
Q1 		$389K Sell
1,668
-272
-14% -$60.3K 0.03% 142
2023
Q4 		$413K Sell
1,940
-2,565
-57% -$508K 0.03% 132
2023
Q3 		$859K Hold
4,505
– – 0.08% 99
2023
Q2 		$890K Sell
4,505
-636
-12% -$119K 0.07% 101
2023
Q1 		$942K Hold
5,141
– – 0.08% 103
2022
Q4 		$883K Hold
5,141
– – 0.07% 106
2022
Q3 		$832K Hold
5,141
– – 0.07% 109
2022
Q2 		$872K Sell
5,141
-166
-3% -$30.6K 0.08% 111
2022
Q1 		$1.08M Hold
5,307
– – 0.08% 128
2021
Q4 		$1.15M Hold
5,307
– – 0.08% 125
2021
Q3 		$1.05M Hold
5,307
– – 0.08% 109
2021
Q2 		$1.06M Hold
5,307
– – 0.09% 104
2021
Q1 		$981K Hold
5,307
– – 0.09% 100
2020
Q4 		$924K Sell
5,307
-1,153
-18% -$188K 0.09% 98
2020
Q3 		$983K Sell
6,460
-638
-9% -$95.9K 0.1% 95
2020
Q2 		$993K Buy
7,098
+1,500
+27% +$198K 0.1% 98
2020
Q1 		$645K Sell
5,598
-1,446
-21% -$200K 0.08% 117
2019
Q4 		$1.03M Sell
7,044
-1,279
-15% -$179K 0.09% 102
2019
Q3 		$1.13M Buy
8,323
+62
+0.8% +$8.35K 0.16% 47
2019
Q2 		$1.11M Buy
8,261
+10
+0.1% +$1.32K 0.16% 47
2019
Q1 		$1.07M Buy
8,251
+2,699
+49% +$336K 0.14% 47
2018
Q4 		$633K Buy
+5,552
New +$684K 0.09% 59

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

BOK Financial Private Wealth reduced its Vanguard Russell 3000 ETF (VTHR) stake by 14% in Q2 2026, selling an estimated $57.3K and leaving 1,101 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #139.

BOK Financial Private Wealth first reported a position in VTHR in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.15M in Q4 2021. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • BOK Financial Private Wealth held 1,101 shares of Vanguard Russell 3000 ETF worth $365K as of Q2 2026.
  • BOK Financial Private Wealth sold 179 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $57.3K.
  • Vanguard Russell 3000 ETF made up 0.02% of BOK Financial Private Wealth's portfolio in Q2 2026, its #139 holding.
  • BOK Financial Private Wealth first reported a position in Vanguard Russell 3000 ETF in Q4 2018 and has held it in 31 quarters since.
  • BOK Financial Private Wealth's Vanguard Russell 3000 ETF position peaked at $1.15M in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

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