Texas Capital Bank Wealth Management Services’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.56M	Sell	48,646 -1,417	-3%	-$167K	0.33%	50
2025 Q4	$5.6M	Sell	50,063 -3,807	-7%	-$422K	0.32%	47
2025 Q3	$5.95M	Sell	53,870 -391	-0.7%	-$42.5K	0.49%	44
2025 Q2	$5.7M	Sell	54,261 -5,476	-9%	-$544K	0.53%	42
2025 Q1	$5.9M	Sell	59,737 -3,075	-5%	-$324K	0.6%	43
2024 Q4	$6.63M	Sell	62,812 -2,478	-4%	-$269K	0.68%	38
2024 Q3	$6.9M	Sell	65,290 -14,078	-18%	-$1.44M	0.68%	39
2024 Q2	$7.87M	Sell	79,368 -3,930	-5%	-$391K	0.82%	33
2024 Q1	$8.58M	Sell	83,298 -8,124	-9%	-$779K	0.94%	20
2023 Q4	$8.59M	Sell	91,422 -9,687	-10%	-$833K	1.02%	25
2023 Q3	$8.55M	Sell	101,109 -3,108	-3%	-$276K	1.08%	20
2023 Q2	$9.23M	Sell	104,217 -2,171	-2%	-$183K	0.99%	28
2023 Q1	$9.01M	Sell	106,388 -9,336	-8%	-$805K	1.04%	27
2022 Q4	$9.46M	Sell	115,724 -120	-0.1%	-$9.82K	1.15%	23
2022 Q3	$8.61M	Sell	115,844 -3,192	-3%	-$261K	1.11%	26
2022 Q2	$9.11M	Sell	119,036 -6,436	-5%	-$538K	1.06%	30
2022 Q1	$11.4M	Sell	125,472 -790	-0.6%	-$71.1K	1.04%	36
2021 Q4	$12.1M	Sell	126,262 -426	-0.3%	-$40.1K	1.05%	30
2021 Q3	$11.3M	Sell	126,688 -440	-0.3%	-$40.1K	1.16%	28
2021 Q2	$11.6M	Sell	127,128 -1,286	-1%	-$118K	1.45%	15
2021 Q1	$11.3M	Sell	128,414 -7,728	-6%	-$653K	1.62%	13
2020 Q4	$10.6M	Sell	136,142 -2,402	-2%	-$172K	1.56%	13
2020 Q3	$8.7M	Sell	138,544 -1,344	-1%	-$85K	1.42%	13
2020 Q2	$8.41M	Sell	139,888 -29,560	-17%	-$1.66M	1.88%	10
2020 Q1	$8.24M	Sell	169,448 -3,802	-2%	-$239K	2.35%	10
2019 Q4	$12M	Buy	+173,250	New	+$11.6M	2.66%	7

Other funds holding IVOO

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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 2.8% in Q1 2026, selling an estimated $167K and leaving 48,646 shares worth $5.56M. The position accounts for 0.33% of the portfolio, ranked #50.

Texas Capital Bank Wealth Management Services first reported a position in IVOO in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.1M in Q4 2021. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Texas Capital Bank Wealth Management Services held 48,646 shares of Vanguard S&P Mid-Cap 400 ETF worth $5.56M as of Q1 2026.
Texas Capital Bank Wealth Management Services sold 1,417 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $167K.
Vanguard S&P Mid-Cap 400 ETF made up 0.33% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #50 holding.
Texas Capital Bank Wealth Management Services first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2019 and has held it in 26 quarters since.
Texas Capital Bank Wealth Management Services's Vanguard S&P Mid-Cap 400 ETF position peaked at $12.1M in Q4 2021.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

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