BOK Financial’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

BOK Financial’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$445K	Hold	3,413	–	–	0.01%	580
2026 Q1	$390K	Hold	3,413	–	–	0.01%	584
2025 Q4	$382K	Hold	3,413	–	–	0.01%	590
2025 Q3	$377K	Hold	3,413	–	–	0.01%	617
2025 Q2	$358K	Buy	3,413 +2,465	+260%	+$245K	0.01%	631
2025 Q1	$93.6K	Buy	+948	New	+$99.7K	﹤0.01%	769
2017 Q4	–	Sell	-356	Closed	-$22K	–	1017
2017 Q3	$22K	Buy	+356	New	+$20.9K	﹤0.01%	1046

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BOK Financial's IVOO Position: Q2 2026 in Review

BOK Financial held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 3,413 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #580.

BOK Financial first reported a position in IVOO in Q3 2017 and has held it in 7 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

BOK Financial held 3,413 shares of Vanguard S&P Mid-Cap 400 ETF worth $445K as of Q2 2026.
BOK Financial left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of BOK Financial's portfolio in Q2 2026, its #580 holding.
BOK Financial first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2017 and has held it in 7 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

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