Texas Capital Bank Wealth Management Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$342K	Hold	1,127	–	–	0.02%	266
2026 Q1	$295K	Buy	1,127 +42	+4%	+$11.4K	0.02%	280
2025 Q4	$280K	Buy	1,085 +42	+4%	+$10.8K	0.02%	266
2025 Q3	$265K	Buy	+1,043	New	+$259K	0.02%	215
2025 Q1	–	Sell	-2,482	Closed	-$596K	–	217
2024 Q4	$596K	Buy	2,482 +54	+2%	+$13.3K	0.06%	97
2024 Q3	$576K	Sell	2,428 -1,050	-30%	-$239K	0.06%	109
2024 Q2	$758K	Buy	3,478 +1,050	+43%	+$231K	0.08%	93
2024 Q1	$555K	Buy	2,428 +163	+7%	+$35.1K	0.06%	111
2023 Q4	$483K	Sell	2,265 -601	-21%	-$116K	0.06%	115
2023 Q3	$542K	Hold	2,866	–	–	0.07%	115
2023 Q2	$570K	Hold	2,866	–	–	0.06%	114
2023 Q1	$543K	Buy	+2,866	New	+$556K	0.06%	115
2020 Q1	–	Sell	-23,955	Closed	-$3.97M	–	125
2019 Q4	$3.97M	Buy	+23,955	New	+$3.82M	0.88%	21

Other funds holding VB

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,127 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #266.

Texas Capital Bank Wealth Management Services first reported a position in VB in Q4 2019 and has held it in 13 quarters since. The position peaked at $3.97M in Q4 2019. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Texas Capital Bank Wealth Management Services held 1,127 shares of Vanguard Morningstar Small-Cap ETF worth $342K as of Q2 2026.
Texas Capital Bank Wealth Management Services left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #266 holding.
Texas Capital Bank Wealth Management Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 13 quarters since.
Texas Capital Bank Wealth Management Services's Vanguard Morningstar Small-Cap ETF position peaked at $3.97M in Q4 2019.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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