BOK Financial Private Wealth’s Vanguard Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.88M	Hold	16,328	–	–	0.29%	33
2025 Q4	$5.14M	Hold	16,328	–	–	0.31%	33
2025 Q3	$5.04M	Hold	16,328	–	–	0.32%	32
2025 Q2	$4.67M	Hold	16,328	–	–	0.31%	32
2025 Q1	$4.2M	Hold	16,328	–	–	0.32%	35
2024 Q4	$4.4M	Buy	+16,328	New	+$4.42M	0.32%	33

Other funds holding VV

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

BOK Financial Private Wealth held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 16,328 shares worth $4.88M. The position accounts for 0.29% of the portfolio, ranked #33.

BOK Financial Private Wealth first reported a position in VV in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.14M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

BOK Financial Private Wealth held 16,328 shares of Vanguard Large-Cap ETF worth $4.88M as of Q1 2026.
BOK Financial Private Wealth left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Large-Cap ETF made up 0.29% of BOK Financial Private Wealth's portfolio in Q1 2026, its #33 holding.
BOK Financial Private Wealth first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
BOK Financial Private Wealth's Vanguard Large-Cap ETF position peaked at $5.14M in Q4 2025.
1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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