TCBWMS
VO icon

Texas Capital Bank Wealth Management Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.1M Buy
168,712
+23,028
+16% +$1.71M 0.72% 29
2025
Q4 		$10.6M Buy
145,684
+500
+0.3% +$36.4K 0.61% 32
2025
Q3 		$10.7M Buy
145,184
+14,208
+11% +$1.02M 0.88% 27
2025
Q2 		$9.16M Buy
130,976
+17,744
+16% +$1.16M 0.86% 28
2025
Q1 		$7.32M Sell
113,232
-7,140
-6% -$479K 0.74% 37
2024
Q4 		$7.95M Sell
120,372
-15,140
-11% -$1.03M 0.81% 32
2024
Q3 		$8.94M Buy
135,512
+19,540
+17% +$1.23M 0.88% 29
2024
Q2 		$7.02M Sell
115,972
-11,300
-9% -$687K 0.73% 36
2024
Q1 		$7.95M Sell
127,272
-6,332
-5% -$374K 0.87% 29
2023
Q4 		$7.77M Sell
133,604
-4,552
-3% -$243K 0.92% 30
2023
Q3 		$7.19M Buy
138,156
+6,256
+5% +$343K 0.91% 29
2023
Q2 		$7.26M Sell
131,900
-17,756
-12% -$931K 0.78% 44
2023
Q1 		$7.89M Sell
149,656
-60
-0% -$3.19K 0.91% 40
2022
Q4 		$7.63M Buy
149,716
+60,100
+67% +$3.06M 0.93% 33
2022
Q3 		$4.21M Sell
89,616
-4,772
-5% -$249K 0.54% 45
2022
Q2 		$4.65M Buy
94,388
+2,184
+2% +$118K 0.54% 49
2022
Q1 		$5.48M Buy
92,204
+1,388
+2% +$81.4K 0.5% 46
2021
Q4 		$5.78M Sell
90,816
-528
-0.6% -$33.1K 0.5% 43
2021
Q3 		$5.41M Sell
91,344
-1,180
-1% -$71.3K 0.55% 43
2021
Q2 		$5.49M Buy
92,524
+2,368
+3% +$137K 0.69% 42
2021
Q1 		$4.99M Buy
90,156
+496
+0.6% +$26.9K 0.71% 44
2020
Q4 		$4.63M Sell
89,660
-2,744
-3% -$133K 0.68% 43
2020
Q3 		$4.07M Sell
92,404
-184
-0.2% -$8.02K 0.66% 31
2020
Q2 		$3.79M Buy
92,588
+18,688
+25% +$716K 0.85% 20
2020
Q1 		$2.43M Buy
73,900
+24,380
+49% +$1.01M 0.69% 21
2019
Q4 		$2.21M Buy
+49,520
New +$2.13M 0.49% 40

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services increased its Vanguard Mid-Cap ETF (VO) stake by 16% in Q1 2026, buying an estimated $1.71M and bringing the position to 168,712 shares worth $12.1M. The position accounts for 0.72% of the portfolio, ranked #29.

Texas Capital Bank Wealth Management Services first reported a position in VO in Q4 2019 and has held it in 26 quarters since. 2,388 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 168,712 shares of Vanguard Mid-Cap ETF worth $12.1M as of Q1 2026.
  • Texas Capital Bank Wealth Management Services bought 23,028 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.71M.
  • Vanguard Mid-Cap ETF made up 0.72% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #29 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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