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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.1K	Hold	360	–	–	﹤0.01%	292
2025 Q4	$35.8K	Hold	360	–	–	﹤0.01%	315
2025 Q3	$35.2K	Hold	360	–	–	﹤0.01%	274
2025 Q2	$31.4K	Hold	360	–	–	﹤0.01%	286
2025 Q1	$29K	Hold	360	–	–	﹤0.01%	309
2024 Q4	$32.2K	Sell	360 -9	-2%	-$830	﹤0.01%	296
2024 Q3	$33K	Hold	369	–	–	﹤0.01%	302
2024 Q2	$30.4K	Hold	369	–	–	﹤0.01%	310
2024 Q1	$31.4K	Buy	369 +360	+4,000%	+$29K	﹤0.01%	297
2023 Q4	$730	Buy	+9	New	+$652	﹤0.01%	501

Other funds holding VTWO

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

BOK Financial Private Wealth's VTWO Position: Q1 2026 in Review

BOK Financial Private Wealth held its Vanguard Russell 2000 ETF (VTWO) position steady in Q1 2026 at 360 shares worth $36.1K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

BOK Financial Private Wealth first reported a position in VTWO in Q4 2023 and has held it in 10 quarters since. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

BOK Financial Private Wealth held 360 shares of Vanguard Russell 2000 ETF worth $36.1K as of Q1 2026.
BOK Financial Private Wealth left its Vanguard Russell 2000 ETF share count unchanged in Q1 2026.
Vanguard Russell 2000 ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #292 holding.
BOK Financial Private Wealth first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.