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BOK Financial Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

BOK Financial Private Wealth’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.42M Sell
14,651
-243
-2% -$86.9K 0.28% 33
2026
Q1 		$4.78M Sell
14,894
-400
-3% -$134K 0.29% 35
2025
Q4 		$5.13M Sell
15,294
-1,171
-7% -$390K 0.31% 34
2025
Q3 		$5.42M Sell
16,465
-2,179
-12% -$688K 0.34% 29
2025
Q2 		$5.68M Sell
18,644
-119
-0.6% -$33.5K 0.38% 25
2025
Q1 		$5.16M Hold
18,763
– – 0.39% 30
2024
Q4 		$5.44M Sell
18,763
-11
-0.1% -$3.21K 0.39% 26
2024
Q3 		$5.33M Sell
18,774
-21
-0.1% -$5.73K 0.39% 30
2024
Q2 		$5.05M Sell
18,795
-213
-1% -$55.1K 0.37% 35
2024
Q1 		$4.94M Sell
19,008
-5,285
-22% -$1.31M 0.37% 35
2023
Q4 		$5.76M Sell
24,293
-5,759
-19% -$1.27M 0.47% 29
2023
Q3 		$6.38M Buy
30,052
+3,915
+15% +$867K 0.56% 25
2023
Q2 		$5.76M Sell
26,137
-8,385
-24% -$1.75M 0.47% 31
2023
Q1 		$7.05M Buy
34,522
+1,144
+3% +$229K 0.57% 23
2022
Q4 		$6.38M Sell
33,378
-10,490
-24% -$2.02M 0.53% 26
2022
Q3 		$7.87M Buy
43,868
+7,669
+21% +$1.53M 0.71% 23
2022
Q2 		$6.83M Buy
36,199
+646
+2% +$133K 0.61% 25
2022
Q1 		$8.09M Buy
35,553
+1,300
+4% +$292K 0.58% 28
2021
Q4 		$8.27M Sell
34,253
-4,679
-12% -$1.1M 0.57% 26
2021
Q3 		$8.64M Buy
38,932
+5,860
+18% +$1.34M 0.69% 25
2021
Q2 		$7.37M Sell
33,072
-2,581
-7% -$560K 0.6% 28
2021
Q1 		$7.37M Buy
35,653
+1,487
+4% +$301K 0.67% 26
2020
Q4 		$6.65M Buy
34,166
+15,203
+80% +$2.78M 0.63% 30
2020
Q3 		$3.23M Buy
18,963
+6,884
+57% +$1.16M 0.34% 55
2020
Q2 		$1.89M Sell
12,079
-6,129
-34% -$904K 0.2% 80
2020
Q1 		$2.35M Buy
18,208
+14,675
+415% +$2.27M 0.29% 73
2019
Q4 		$578K Buy
+3,533
New +$554K 0.05% 121

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

BOK Financial Private Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, selling an estimated $86.9K and leaving 14,651 shares worth $5.42M. The position accounts for 0.28% of the portfolio, ranked #33.

BOK Financial Private Wealth first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.64M in Q3 2021. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • BOK Financial Private Wealth held 14,651 shares of Vanguard Morningstar Total Stock Market ETF worth $5.42M as of Q2 2026.
  • BOK Financial Private Wealth sold 243 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $86.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.28% of BOK Financial Private Wealth's portfolio in Q2 2026, its #33 holding.
  • BOK Financial Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • BOK Financial Private Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $8.64M in Q3 2021.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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