Texas Capital Bank Wealth Management Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$792K	Buy	10,100 +406	+4%	+$32K	0.05%	159
2025 Q4	$764K	Buy	9,694 +276	+3%	+$21.8K	0.04%	166
2025 Q3	$743K	Buy	9,418 +619	+7%	+$48.7K	0.06%	109
2025 Q2	$692K	Sell	8,799 -17	-0.2%	-$1.33K	0.06%	111
2025 Q1	$690K	Buy	8,816 +17	+0.2%	+$1.32K	0.07%	112
2024 Q4	$680K	Sell	8,799 -391	-4%	-$30.3K	0.07%	92
2024 Q3	$723K	Buy	9,190 +516	+6%	+$40.2K	0.07%	92
2024 Q2	$665K	Hold	8,674	–	–	0.07%	101
2024 Q1	$665K	Hold	8,674	–	–	0.07%	99
2023 Q4	$668K	Hold	8,674	–	–	0.08%	94
2023 Q3	$652K	Sell	8,674 -3,159	-27%	-$238K	0.08%	104
2023 Q2	$894K	Hold	11,833	–	–	0.1%	89
2023 Q1	$905K	Hold	11,833	–	–	0.1%	89
2022 Q4	$891K	Hold	11,833	–	–	0.11%	87
2022 Q3	$885K	Hold	11,833	–	–	0.11%	80
2022 Q2	$909K	Sell	11,833 -3,966	-25%	-$306K	0.11%	78
2022 Q1	$1.23M	Buy	15,799 +12,997	+464%	+$1.03M	0.11%	74
2021 Q4	$226K	Hold	2,802	–	–	0.02%	147
2021 Q3	$230K	Sell	2,802 -607	-18%	-$49.9K	0.02%	134
2021 Q2	$280K	Buy	+3,409	New	+$280K	0.04%	122

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

Texas Capital Bank Wealth Management Services's BSV Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.2% in Q1 2026, buying an estimated $32K and bringing the position to 10,100 shares worth $792K. The position accounts for 0.05% of the portfolio, ranked #159.

Texas Capital Bank Wealth Management Services first reported a position in BSV in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.23M in Q1 2022. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Texas Capital Bank Wealth Management Services held 10,100 shares of Vanguard Short-Term Bond ETF worth $792K as of Q1 2026.
Texas Capital Bank Wealth Management Services bought 406 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $32K.
Vanguard Short-Term Bond ETF made up 0.05% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #159 holding.
Texas Capital Bank Wealth Management Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and has held it in 20 quarters since.
Texas Capital Bank Wealth Management Services's Vanguard Short-Term Bond ETF position peaked at $1.23M in Q1 2022.
1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.