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BOK Financial Private Wealth, Inc.: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOK Financial Private Wealth, Inc. on VUG, newest first. How the timeline and the estimate are built.

BOK Financial Private Wealth, Inc. held 2,136,784 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,136,784 shares
    Change vs previous 13F +1,780,703 shares

    9.44% of the 13F portfolio, value $184,062,534.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 356,081 shares
    Change vs previous 13F -3,090 shares

    9.39% of the 13F portfolio, value $155,532,477.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 359,171 shares
    Change vs previous 13F -34,064 shares

    10.72% of the 13F portfolio, value $175,224,940.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 393,235 shares
    Change vs previous 13F -7,143 shares

    11.88% of the 13F portfolio, value $188,797,403.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 400,378 shares
    Change vs previous 13F +1,196 shares

    11.72% of the 13F portfolio, value $175,727,051.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 399,182 shares
    Change vs previous 13F +4,949 shares

    11.12% of the 13F portfolio, value $148,024,652.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 394,233 shares
    Change vs previous 13F +8,431 shares

    11.75% of the 13F portfolio, value $161,808,853.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 385,802 shares
    Change vs previous 13F not available

    10.72% of the 13F portfolio, value $148,120,800.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).