Texas Capital Bank Wealth Management Services’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Texas Capital Bank Wealth Management Services increased its Vanguard Small-Cap ETF (VB) stake by 3.9% in Q1 2026, buying an estimated $11.4K and bringing the position to 1,127 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #280.

Texas Capital Bank Wealth Management Services first reported a position in VB in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.97M in Q4 2019. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Texas Capital Bank Wealth Management Services held 1,127 shares of Vanguard Small-Cap ETF worth $295K as of Q1 2026.
Texas Capital Bank Wealth Management Services bought 42 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $11.4K.
Vanguard Small-Cap ETF made up 0.02% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #280 holding.
Texas Capital Bank Wealth Management Services first reported a position in Vanguard Small-Cap ETF in Q4 2019 and has held it in 12 quarters since.
Texas Capital Bank Wealth Management Services's Vanguard Small-Cap ETF position peaked at $3.97M in Q4 2019.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

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