BOK Financial’s Vanguard Total World Stock ETF VT Stock Holding History

BOK Financial’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,000	Closed	-$129K	–	1222
2025 Q2	$129K	Hold	1,000	–	–	﹤0.01%	744
2025 Q1	$116K	Hold	1,000	–	–	﹤0.01%	751
2024 Q4	$116K	Hold	1,000	–	–	﹤0.01%	739
2024 Q3	$118K	Hold	1,000	–	–	﹤0.01%	741
2024 Q2	$113K	Hold	1,000	–	–	﹤0.01%	804
2024 Q1	$110K	Hold	1,000	–	–	﹤0.01%	782
2023 Q4	$103K	Hold	1,000	–	–	﹤0.01%	738
2023 Q3	$90.5K	Hold	1,000	–	–	﹤0.01%	717
2023 Q2	$97K	Hold	1,000	–	–	﹤0.01%	726
2023 Q1	$92.1K	Buy	+1,000	New	+$90.6K	﹤0.01%	767
2020 Q2	–	Sell	-3,285	Closed	-$206K	–	894
2020 Q1	$206K	Sell	3,285 -18,783	-85%	-$1.42M	0.01%	755
2019 Q4	$1.79M	Hold	22,068	–	–	0.04%	386
2019 Q3	$1.65M	Hold	22,068	–	–	0.04%	388
2019 Q2	$1.66M	Hold	22,068	–	–	0.04%	372
2019 Q1	$1.61M	Hold	22,068	–	–	0.04%	384
2018 Q4	$1.45M	Buy	+22,068	New	+$1.54M	0.04%	379

Other funds holding VT

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return