BOK Financial’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

BOK Financial’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$79.1K	Sell	289 -30	-9%	-$7.97K	﹤0.01%	780
2026 Q1	$75.4K	Hold	319	–	–	﹤0.01%	785
2025 Q4	$80.1K	Hold	319	–	–	﹤0.01%	787
2025 Q3	$77.9K	Hold	319	–	–	﹤0.01%	790
2025 Q2	$71.7K	Hold	319	–	–	﹤0.01%	794
2025 Q1	$64.2K	Sell	319 -70	-18%	-$14.9K	﹤0.01%	802
2024 Q4	$82K	Hold	389	–	–	﹤0.01%	765
2024 Q3	$79.4K	Buy	+389	New	+$77.6K	﹤0.01%	774

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

BOK Financial's MGC Position: Q2 2026 in Review

BOK Financial reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 9.4% in Q2 2026, selling an estimated $7.97K and leaving 289 shares worth $79.1K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

BOK Financial first reported a position in MGC in Q3 2024 and has held it in 8 quarters since. The position peaked at $82K in Q4 2024. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

BOK Financial held 289 shares of Vanguard Morningstar Mega Cap ETF worth $79.1K as of Q2 2026.
BOK Financial sold 30 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $7.97K.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #780 holding.
BOK Financial first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2024 and has held it in 8 quarters since.
BOK Financial's Vanguard Morningstar Mega Cap ETF position peaked at $82K in Q4 2024.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

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