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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BOK Financial's VT Position: Q3 2025 in Review

BOK Financial sold out of Vanguard Total World Stock ETF (VT) in Q3 2025, closing a stake of 1,000 shares — an estimated $129K sold.

BOK Financial first reported a position in VT in Q4 2018 and held it in 16 quarters. The position peaked at $1.79M in Q4 2019. 1,094 funds tracked by Wall St. Rank hold VT as of Q3 2025.

BOK Financial reported no remaining Vanguard Total World Stock ETF position as of Q3 2025 after selling out during the quarter.
BOK Financial sold 1,000 Vanguard Total World Stock ETF shares in Q3 2025, an estimated $129K.
BOK Financial first reported a position in Vanguard Total World Stock ETF in Q4 2018 and held it in 16 quarters.
BOK Financial's Vanguard Total World Stock ETF position peaked at $1.79M in Q4 2019.
1,094 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2025.

Based on BOK Financial's 13F filing for Q3 2025, filed 13 Nov 2025.