BOK Financial Private Wealth, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), BOK Financial Private Wealth, Inc. reported 637 stock positions worth $1.4 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 18.9% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 11.8%) and Vanguard Mrngstr Val ETF-Aui (VTV, 7.1%). Compared with Q3 2024, it opened 166 new positions, sold out of 51, added to 115 and reduced 194. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +7%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- DENVER, CO
- CIK
- 0001317348
- Portfolio Value
- $1.4B (Q4 2024)
- SEC Filing
- 0001317348-25-000001 ↗ filed Feb 7, 2025
Holdings Value
Holdings 637 stocks · $1.4B
| VOO Vanguard S&P 500 ETF | 18.91% | 483,192 | $260.3M | Add +7.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 11.75% | 394,233 | $161.8M | Add +2.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.05% | 573,448 | $97.1M | Add +3.9% |
| IJH iShares Core S&P Midcap ETF | 6.05% | 1,337,829 | $83.4M | Add +0.7% |
| IWB iShares Russell 1000 ETF | 5.25% | 224,477 | $72.3M | Reduce -1.6% |
| IVV iShares Core S&P 500 ETF | 5.07% | 118,500 | $69.8M | Reduce -2.2% |
| VXUS Vanguard Total Intl Stock | 4.77% | 1,113,805 | $65.6M | Add +11.1% |
| VEA Vanguard Ftse Developed ETF | 4.11% | 1,184,690 | $56.7M | Reduce -2.7% |
| IEFA iShares Core MSCI Eafe ETF | 2.97% | 581,103 | $40.8M | Reduce -0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.97% | 154,619 | $40.8M | Reduce -3.4% |
| IVW iShares S&P 500 Growth ETF | 2.56% | 347,100 | $35.2M | Reduce -2.8% |
| QUAL iShares MSCI USA Quality Fac | 2.03% | 156,611 | $27.9M | Reduce -1.2% |
| IJR iShares Core S&P Small-Cap E | 1.69% | 201,416 | $23.2M | Reduce -8.2% |
| IVE iShares S&P 500 Value ETF | 1.43% | 103,220 | $19.7M | Reduce -3.2% |
| AAPL Apple Inc. | 1.31% | 71,920 | $18.0M | Reduce -6.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.96% | 55,175 | $13.3M | Reduce -14.1% |
| AMZN Amazon.com Inc. | 0.63% | 39,541 | $8.7M | Reduce -5.4% |
| AVGO Broadcom Inc. | 0.61% | 36,132 | $8.4M | Reduce -8.5% |
| EFV iShares MSCI Eafe Value ETF | 0.60% | 157,199 | $8.2M | Reduce -5.0% |
| MSFT Microsoft Corp. | 0.54% | 17,775 | $7.5M | Reduce -15.0% |
| EFA iShares MSCI Eafe ETF | 0.54% | 98,664 | $7.5M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.52% | 37,987 | $7.2M | Reduce -5.5% |
| SCHF Schwab Intl Equity ETF | 0.44% | 327,575 | $6.1M | Add +0.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.42% | 60,231 | $5.8M | Reduce -8.9% |
| DFUV Dimensional US Marketwide Va | 0.40% | 133,646 | $5.5M | Reduce -3.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 18,763 | $5.4M | Reduce -0.1% |
| VGSH Vanguard Short-Term Treasury | 0.39% | 92,443 | $5.4M | Add +55.0% |
| MA Mastercard Inc. Class A | 0.39% | 10,214 | $5.4M | Reduce -5.6% |
| JPM JPMorgan Chase & Co. | 0.39% | 22,122 | $5.3M | Reduce -6.3% |
| VWO Vanguard Ftse Emerging Marke | 0.38% | 119,038 | $5.2M | Reduce -20.2% |
| ICSH iShares Ultra Short Duration | 0.37% | 100,453 | $5.1M | Reduce -42.8% |
| COST Costco Wholesale Corp. | 0.35% | 5,211 | $4.8M | Reduce -8.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.32% | 16,328 | $4.4M | New |
| INTU Intuit Inc. | 0.32% | 6,964 | $4.4M | Reduce -5.6% |
| PANW Palo Alto Networks Inc. | 0.31% | 23,388 | $4.3M | Reduce -7.7% |
| AGG iShares Core U.S. Aggregate | 0.29% | 41,360 | $4.0M | Reduce -16.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 8,779 | $4.0M | Reduce -9.0% |
| APH Amphenol Corp. Class A | 0.27% | 54,274 | $3.8M | Reduce -8.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 6,417 | $3.8M | Add +106.3% |
| IWM iShares Russell 2000 ETF | 0.25% | 15,849 | $3.5M | Reduce -9.8% |
| UNH Unitedhealth Group Inc. | 0.24% | 6,486 | $3.3M | Reduce -6.0% |
| XYL Xylem Inc. | 0.22% | 25,889 | $3.0M | Reduce -3.0% |
| GLD SPDR Gold Shares | 0.22% | 12,276 | $3.0M | Reduce -0.2% |
| ICE Intercontinental Exchange Inc. | 0.22% | 19,935 | $3.0M | Reduce -8.1% |
| BND Vanguard Total Bond Market | 0.21% | 41,159 | $3.0M | Reduce -34.0% |
| IWV iShares Russell 3000 ETF | 0.21% | 8,754 | $2.9M | Reduce -0.3% |
| ACN Accenture PLC Class A | 0.21% | 8,257 | $2.9M | Reduce -7.4% |
| PEP Pepsico Inc. | 0.21% | 18,797 | $2.9M | Reduce -6.5% |
| ITT Itt Inc. | 0.20% | 19,616 | $2.8M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 5,189 | $2.7M | Reduce -7.4% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.19% | 64,236 | $2.7M | No change |
| CHD Church & Dwight Co. Inc. | 0.18% | 24,311 | $2.5M | Reduce -9.2% |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 14,305 | $2.5M | Add +2.6% |
| SCHX Schwab US Large-Cap ETF | 0.17% | 103,662 | $2.4M | Add +3.1% |
| MS Morgan Stanley | 0.17% | 18,851 | $2.4M | Reduce -9.9% |
| LOW Lowe's Cos Inc. | 0.17% | 9,491 | $2.3M | Reduce -5.6% |
| WMT Walmart Inc. | 0.17% | 25,251 | $2.3M | Reduce -2.7% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.16% | 64,736 | $2.2M | Reduce -2.6% |
| SCHB Schwab US Broad Market ETF | 0.16% | 96,777 | $2.2M | Reduce -60.0% |
| VYM Vanguard High DVD Yield ETF | 0.16% | 16,905 | $2.2M | Reduce -1.6% |
| HON Honeywell International Inc. | 0.15% | 9,389 | $2.1M | Reduce -8.9% |
| ECL Ecolab Inc. | 0.15% | 8,678 | $2.0M | Reduce -7.2% |
| MCD McDonald's Corp. | 0.15% | 6,984 | $2.0M | Reduce -18.2% |
| TMUS T-Mobile US Inc. | 0.14% | 8,863 | $2.0M | Reduce -14.4% |
| UNP Union Pacific Corp. | 0.14% | 8,518 | $1.9M | Reduce -6.0% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.14% | 49,878 | $1.9M | Reduce -11.3% |
| BRO Brown & Brown Inc. | 0.14% | 18,720 | $1.9M | Reduce -9.8% |
| XOM Exxon Mobil Corp. | 0.13% | 16,988 | $1.8M | Reduce -5.9% |
| IWF iShares Russell 1000 Growth | 0.13% | 4,418 | $1.8M | No change |
| JNJ Johnson & Johnson | 0.12% | 11,713 | $1.7M | Reduce -7.7% |
| SCHD Schwab US DVD Equity ETF | 0.12% | 61,436 | $1.7M | Add +3.7% |
| ZTS Zoetis Inc. | 0.12% | 10,274 | $1.7M | Reduce -8.1% |
| CRM Salesforce Inc. | 0.12% | 4,921 | $1.6M | Reduce -9.7% |
| EMR Emerson Electric Co. | 0.12% | 13,060 | $1.6M | Reduce -14.1% |
| SYK Stryker Corp. | 0.12% | 4,466 | $1.6M | Reduce -13.6% |
| J Jacobs Solutions Inc. | 0.11% | 11,426 | $1.5M | Reduce -11.1% |
| ABT Abbott Laboratories | 0.11% | 13,155 | $1.5M | Reduce -14.1% |
| ANET Arista Networks Inc. | 0.11% | 13,300 | $1.5M | Reduce -11.4% |
| KEYS Keysight Technologies Inc. | 0.11% | 9,099 | $1.5M | Reduce -13.6% |
| DVY iShares Select Dividend ETF | 0.10% | 10,909 | $1.4M | Reduce -2.9% |
| CSCO Cisco Systems Inc. | 0.10% | 23,391 | $1.4M | Reduce -9.8% |
| VNQ Vanguard Real Estate ETF | 0.10% | 15,429 | $1.4M | Reduce -6.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.10% | 2 | $1.4M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 6,871 | $1.3M | Add +302.5% |
| LHX L3HARRIS Technologies Inc. | 0.10% | 6,395 | $1.3M | Add +0.1% |
| MSI Motorola Solutions Inc. | 0.10% | 2,887 | $1.3M | Reduce -34.3% |
| JEPI JPMorgan Equity Premium Inco | 0.10% | 22,876 | $1.3M | Reduce -11.7% |
| IQV Iqvia Holdings Inc. | 0.09% | 6,618 | $1.3M | Reduce -13.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 11,586 | $1.3M | Reduce -12.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 22,058 | $1.3M | Reduce -29.9% |
| NOW ServiceNow Inc. | 0.09% | 1,167 | $1.2M | Reduce -12.3% |
| WM Waste Management Inc. | 0.08% | 5,778 | $1.2M | Reduce -6.5% |
| TSCO Tractor Supply Company | 0.08% | 21,355 | $1.1M | Reduce -14.0% |
| MNST Monster Beverage Corp. | 0.08% | 21,109 | $1.1M | Reduce -18.9% |
| RYN Rayonier Inc. | 0.08% | 37,272 | $1.0M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.08% | 12,047 | $1.0M | Add +0.3% |
| CTRA Coterra Energy Inc. | 0.07% | 40,262 | $1.0M | Reduce -23.7% |
| SDY SS SPDR S&P Dividend ETF | 0.07% | 7,738 | $1.0M | Reduce -13.6% |
| ABBV Abbvie Inc. | 0.07% | 5,622 | $999K | Reduce -15.2% |
| CAH Cardinal Health Inc. | 0.07% | 8,192 | $969K | Reduce -16.1% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $97K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 50 | $60K | No change |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 30 | $37K | No change |
Lines left out (2) · $2K — a value with no share or principal amount
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.4B.
Portfolio Sells Q3 2024 → Q4 2024
| VEA Vanguard Ftse Developed ETF | Reduce -2.7% | 4.11% | −0.54 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.3% | 2.97% | −0.33 |
| ICSH iShares Ultra Short Duration | Reduce -42.8% | 0.37% | −0.28 |
| SCHB Schwab US Broad Market ETF | Reduce -60.0% | 0.16% | −0.23 |
| IJR iShares Core S&P Small-Cap E | Reduce -8.2% | 1.69% | −0.17 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -14.1% | 0.96% | −0.14 |
| VWO Vanguard Ftse Emerging Marke | Reduce -20.2% | 0.38% | −0.14 |
| BND Vanguard Total Bond Market | Reduce -34.0% | 0.21% | −0.12 |
| MSFT Microsoft Corp. | Reduce -15.0% | 0.54% | −0.11 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -8.9% | 0.42% | −0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.4% | 2.97% | −0.09 |
| IVE iShares S&P 500 Value ETF | Reduce -3.2% | 1.43% | −0.09 |
| EFV iShares MSCI Eafe Value ETF | Reduce -5.0% | 0.60% | −0.09 |
| AGG iShares Core U.S. Aggregate | Reduce -16.7% | 0.29% | −0.07 |
| XLE SS Energy Select Sector | Reduce -78.3% | 0.02% | −0.07 |
| EFA iShares MSCI Eafe ETF | Reduce -0.1% | 0.54% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -7.4% | 0.20% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -6.0% | 0.24% | −0.05 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -29.9% | 0.09% | −0.05 |
| MSI Motorola Solutions Inc. | Reduce -34.3% | 0.10% | −0.05 |
| XYL Xylem Inc. | Reduce -3.0% | 0.22% | −0.04 |
| MCD McDonald's Corp. | Reduce -18.2% | 0.15% | −0.04 |
| PEP Pepsico Inc. | Reduce -6.5% | 0.21% | −0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -8.1% | 0.22% | −0.04 |
| ZTS Zoetis Inc. | Reduce -8.1% | 0.12% | −0.04 |
| IQV Iqvia Holdings Inc. | Reduce -13.2% | 0.09% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -9.0% | 0.29% | −0.03 |
| SLB SLB Ltd. | Reduce -11.3% | 0.14% | −0.03 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.2% | 2.03% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -5.6% | 0.17% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -9.8% | 0.25% | −0.03 |
| HD Home Depot Inc. | Reduce -31.8% | 0.05% | −0.03 |
| JNJ Johnson & Johnson | Reduce -7.7% | 0.12% | −0.03 |
| ECL Ecolab Inc. | Reduce -7.2% | 0.15% | −0.03 |
| NVDA Nvidia Corp. | Reduce -46.3% | 0.04% | −0.02 |
| ABBV Abbvie Inc. | Reduce -15.2% | 0.07% | −0.02 |
| TSCO Tractor Supply Company | Reduce -14.0% | 0.08% | −0.02 |
| CAT Caterpillar Inc. | Reduce -60.6% | 0.01% | −0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -15.9% | 0.06% | −0.02 |
| UNP Union Pacific Corp. | Reduce -6.0% | 0.14% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -5.9% | 0.13% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -29.7% | 0.04% | −0.02 |
| DFUV Dimensional US Marketwide Va | Reduce -3.0% | 0.40% | −0.02 |
| SYK Stryker Corp. | Reduce -13.6% | 0.12% | −0.02 |
| ABT Abbott Laboratories | Reduce -14.1% | 0.11% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -8.4% | 0.35% | −0.02 |
| CHD Church & Dwight Co. Inc. | Reduce -9.2% | 0.18% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -13.6% | 0.07% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -29.6% | 0.03% | −0.02 |
| MNST Monster Beverage Corp. | Reduce -18.9% | 0.08% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| VOO Vanguard S&P 500 ETF | Add +7.1% | 18.91% | +1.62 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.2% | 11.75% | +1.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.32% | +0.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +106.3% | 0.27% | +0.14 |
| VGSH Vanguard Short-Term Treasury | Add +55.0% | 0.39% | +0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.9% | 7.05% | +0.08 |
| VIG Vanguard Dividend Apprec ETF | Add +302.5% | 0.10% | +0.07 |
| VXUS Vanguard Total Intl Stock | Add +11.1% | 4.77% | +0.07 |
| IJH iShares Core S&P Midcap ETF | Add +0.7% | 6.05% | +0.06 |
| CRK Comstock Resources Inc. | New | 0.04% | +0.04 |
| IWR iShares Russell Mid-Cap ETF | Add +351.5% | 0.05% | +0.04 |
| NEAR iShares SH Dba ETF Usd Inc. | New | 0.03% | +0.03 |
| MINT PIMCO Enhanced Short Maturit | New | 0.03% | +0.03 |
| SPLV Invesco S&P 500 Low Volatili | Add +221.2% | 0.04% | +0.02 |
| BIV Vanguard Intermediate-Term B | New | 0.02% | +0.02 |
| VOOV Vanguard S&P 500 Value ETF | Add +443.3% | 0.02% | +0.01 |
| TSLA Tesla Inc. | Add +4.2% | 0.04% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +3.1% | 0.17% | +0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.01% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +14.4% | 0.05% | +0.01 |
| GE General Electric | Add +323.7% | 0.01% | +0.01 |
| OEF iShares S&P 100 ETF | New | 0.01% | +0.01 |
| XLY SS Consumer Disc Select Sect | New | 0.01% | +0.01 |
| IWO iShares Russell 2000 Growth | Add +371.9% | 0.01% | +0.01 |
| PAVE Global X US Infrastructure | Add +395.6% | 0.01% | +0.01 |
| IWP iShares Russell Mid-Cap Grow | Add +27.1% | 0.02% | +0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | New | 0.01% | +0.01 |
| CIBR First Trust Nasdaq Cybersecu | Add +106.1% | 0.01% | +0.00 |
| GEV GE Vernova Inc. | Add +327.4% | 0.01% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Add +31.5% | 0.02% | +0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +1136.7% | 0.00% | +0.00 |
| FISV Fiserv Inc. | Add +0.6% | 0.03% | +0.00 |
| XLI SS Industrial Select Sector | New | 0.00% | +0.00 |
| XLV SS Health Care Select Sector | Add +1777.8% | 0.00% | +0.00 |
| ADP Automatic Data Processing | Add +0.4% | 0.04% | +0.00 |
| ROST Ross Stores Inc. | New | 0.00% | +0.00 |
| META Meta Platforms Inc. Class A | Add +9.0% | 0.02% | +0.00 |
| LRCX Lam Research Corp. | Add +4230.0% | 0.00% | +0.00 |
| ORLY O'reilly Automotive Inc. | Add +0.1% | 0.06% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +22.8% | 0.01% | +0.00 |
| ARW Arrow Electronics Inc. | New | 0.00% | +0.00 |
| INGR Ingredion Inc. | New | 0.00% | +0.00 |
| MKC McCormick & Co.-Non VTG SHRS | Add +91.7% | 0.00% | +0.00 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | New | 0.00% | +0.00 |
| MCK McKesson Corp. | Add +1.2% | 0.01% | +0.00 |
| XLP SS Consumer Staples Sel Sect | Add +36.6% | 0.01% | +0.00 |
| MTB M & T Bank Corp. | New | 0.00% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +2.6% | 0.18% | +0.00 |
| GEHC GE Healthcare Technology | Add +239.1% | 0.00% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +3.7% | 0.12% | +0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| USA Liberty All Star Equity Fund | SH BEN INT | New | 0 | $2K |
| DOX Amdocs Ltd. | SHS | New | 0 | $71 |
| BCE Bce Inc. | COM NEW | Sold out | 0 | $12before exit |
| IHG Intercontinental Hotels-ADR | SPONSORED ADS | Sold out | 0 | $12before exit |
| MPT Medical Properties Trust Inc. | COM | Sold out | 0 | $11before exit |
| ZTO Zto Express Cayman Inc.-ADR | SPONSORED ADS A | Sold out | 0 | $10before exit |
| DTM DT Midstream Inc. | COMMON STOCK | Sold out | 0 | $9before exit |
| M Macy's Inc. | COM | Sold out | 0 | $8before exit |
| PPL PPL Corp. | COM | Sold out | 0 | $7before exit |
| RCI Rogers Communications Inc. Class B | CL B | Sold out | 0 | $6before exit |
| UMBF Umb Financial Corp. | COM | Sold out | 0 | $5before exit |
| FFIN First Finl Bankshares Inc. | COM | Sold out | 0 | $4before exit |
| NWSA News Corp. Class A | CL A | Sold out | 0 | $3before exit |
| PHM Pultegroup Inc. | COM | Sold out | 0 | $3before exit |
| BYD Boyd Gaming Corp. | COM | Sold out | 0 | $2before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 780 | $1.9B | VOO, VEA, VUG, VTV, ICSH |
| Q1 2026 | 424 | $1.7B | VOO, VEA, VUG, VTV, VTIP |
| Q4 2025 | 454 | $1.6B | VOO, VUG, VEA, VTV, IJH |
| Q3 2025 | 379 | $1.6B | VOO, VUG, VEA, VTV, IJH |
| Q2 2025 | 417 | $1.5B | VOO, VUG, VEA, VTV, IJH |
| Q1 2025 | 464 | $1.3B | VOO, VUG, VTV, IJH, VEA |
| Q4 2024 | 637 | $1.4B | VOO, VUG, VTV, IJH, IWB |
| Q3 2024 | 514 | $1.4B | VOO, VUG, VTV, IJH, IWB |
| Q2 2024 | 457 | $1.4B | VOO, VUG, VTV, IJH, IWB |
| Q1 2024 | 450 | $1.3B | VOO, VUG, VTV, IJH, IWB |