Texas Capital Bank Wealth Management Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14M	Sell	159,458 -5,247	-3%	-$448K	0.75%	26
2026 Q1	$12.1M	Sell	164,705 -810	-0.5%	-$63.6K	0.72%	30
2025 Q4	$13.7M	Sell	165,515 -130	-0.1%	-$10.7K	0.79%	24
2025 Q3	$13.3M	Sell	165,645 -2,340	-1%	-$180K	1.1%	17
2025 Q2	$12.3M	Sell	167,985 -13,930	-8%	-$918K	1.15%	14
2025 Q1	$11.2M	Sell	181,915 -80	-0%	-$5.4K	1.14%	15
2024 Q4	$12.5M	Sell	181,995 -1,210	-0.7%	-$81.4K	1.28%	11
2024 Q3	$11.8M	Sell	183,205 -570	-0.3%	-$35.6K	1.16%	11
2024 Q2	$11.5M	Sell	183,775 -9,135	-5%	-$533K	1.2%	13
2024 Q1	$11.1M	Sell	192,910 -265	-0.1%	-$14.6K	1.21%	11
2023 Q4	$10M	Sell	193,175 -20,605	-10%	-$1,000K	1.19%	13
2023 Q3	$9.7M	Hold	213,780	–	–	1.23%	15
2023 Q2	$10.1M	Hold	213,780	–	–	1.08%	19
2023 Q1	$8.74M	Sell	213,780 -4,165	-2%	-$158K	1.01%	29
2022 Q4	$7.5M	Sell	217,945 -230	-0.1%	-$8.24K	0.91%	35
2022 Q3	$7.61M	Sell	218,175 -5,170	-2%	-$204K	0.98%	33
2022 Q2	$8.12M	Sell	223,345 -37,325	-14%	-$1.5M	0.94%	39
2022 Q1	$12.3M	Sell	260,670 -2,090	-0.8%	-$96.8K	1.12%	28
2021 Q4	$13.7M	Sell	262,760 -5,950	-2%	-$301K	1.19%	22
2021 Q3	$12.6M	Sell	268,710 -4,445	-2%	-$215K	1.29%	16
2021 Q2	$12.6M	Sell	273,155 -25,060	-8%	-$1.1M	1.58%	12
2021 Q1	$12.3M	Sell	298,215 -21,625	-7%	-$891K	1.76%	12
2020 Q4	$13M	Sell	319,840 -15,365	-5%	-$595K	1.92%	12
2020 Q3	$12.4M	Sell	335,205 -9,205	-3%	-$332K	2.03%	10
2020 Q2	$11.3M	Sell	344,410 -28,460	-8%	-$849K	2.52%	8
2020 Q1	$9.48M	Sell	372,870 -855	-0.2%	-$24.7K	2.7%	6
2019 Q4	$10.9M	Buy	+373,725	New	+$10.3M	2.4%	9

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's MGK Position: Q2 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 3.2% in Q2 2026, selling an estimated $448K and leaving 159,458 shares worth $14M. The position accounts for 0.75% of the portfolio, ranked #26.

Texas Capital Bank Wealth Management Services first reported a position in MGK in Q4 2019 and has held it in 27 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Texas Capital Bank Wealth Management Services held 159,458 shares of Vanguard Morningstar Mega Cap Growth ETF worth $14M as of Q2 2026.
Texas Capital Bank Wealth Management Services sold 5,247 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $448K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.75% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #26 holding.
Texas Capital Bank Wealth Management Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2026, filed 7 Aug 2026.