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BOK Financial Private Wealth’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

BOK Financial Private Wealth’s Portfolio VTWG Stock Details VTWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-350
Closed -$53K – 384
2022
Q3 		$53K Buy
+350
New +$57.3K ﹤0.01% 244

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

BOK Financial Private Wealth's VTWG Position: Q4 2022 in Review

BOK Financial Private Wealth sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q4 2022, closing a stake of 350 shares — an estimated $53K sold.

BOK Financial Private Wealth first reported a position in VTWG in Q3 2022 and held it in 1 quarter. The position peaked at $53K in Q3 2022. 128 funds tracked by Wall St. Rank hold VTWG as of Q4 2022.

  • BOK Financial Private Wealth reported no remaining Vanguard Russell 2000 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • BOK Financial Private Wealth sold 350 Vanguard Russell 2000 Growth ETF shares in Q4 2022, an estimated $53K.
  • BOK Financial Private Wealth first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2022 and held it in 1 quarter.
  • BOK Financial Private Wealth's Vanguard Russell 2000 Growth ETF position peaked at $53K in Q3 2022.
  • 128 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2022.

Based on BOK Financial Private Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.