BOK Financial Private Wealth, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1317348
DENVER, CO
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$10,043,846
-$417,574 QoQ
Shares Held
38,347
-5.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,043,846 | 38,347 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,461,420 | 40,556 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,197,219 | 44,035 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $11,631,926 | 49,084 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $12,524,440 | 56,480 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,257,449 | 55,175 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $15,235,049 | 64,226 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $17,502,506 | 80,272 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,424,663 | 84,976 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $18,771,973 | 87,995 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $18,279,854 | 96,683 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $20,023,847 | 100,678 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $19,612,446 | 103,463 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $19,275,370 | 105,020 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $11,006,091 | 64,397 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $11,445,565 | 64,991 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,234,045 | 62,272 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $14,691,554 | 65,004 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $13,831,096 | 63,251 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $14,761,922 | 65,527 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $14,458,963 | 67,540 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $15,767,522 | 80,992 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $13,505,947 | 87,815 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $13,342,123 | 91,560 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $13,758,831 | 119,186 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||