Texas Capital Bank Wealth Management Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-5,544	Closed	-$376K	–	154
2021 Q2	$376K	Sell	5,544 -185	-3%	-$12.5K	0.05%	109
2021 Q1	$385K	Sell	5,729 -95,652	-94%	-$6.54M	0.06%	104
2020 Q4	$7.04M	Buy	101,381 +3,788	+4%	+$265K	1.04%	19
2020 Q3	$6.88M	Buy	+97,593	New	+$6.88M	1.12%	18

Other funds holding VGIT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's VGIT Position: Q3 2021 in Review

Texas Capital Bank Wealth Management Services sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2021, closing a stake of 5,544 shares — an estimated $376K sold.

Texas Capital Bank Wealth Management Services first reported a position in VGIT in Q3 2020 and held it in 4 quarters. The position peaked at $7.04M in Q4 2020. 369 funds tracked by Wall St. Rank hold VGIT as of Q3 2021.

Texas Capital Bank Wealth Management Services reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2021 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 5,544 Vanguard Intermediate-Term Treasury ETF shares in Q3 2021, an estimated $376K.
Texas Capital Bank Wealth Management Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2020 and held it in 4 quarters.
Texas Capital Bank Wealth Management Services's Vanguard Intermediate-Term Treasury ETF position peaked at $7.04M in Q4 2020.
369 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2021.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q3 2021, filed 5 Nov 2021.