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Texas Capital Bank Wealth Management Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.24M Sell
3,874
-1,440
-27% -$483K 0.07% 120
2025
Q4 		$1.78M Buy
5,314
+3,127
+143% +$1.04M 0.1% 95
2025
Q3 		$718K Sell
2,187
-1,776
-45% -$561K 0.06% 112
2025
Q2 		$1.2M Sell
3,963
-686
-15% -$193K 0.11% 84
2025
Q1 		$1.28M Hold
4,649
– – 0.13% 73
2024
Q4 		$1.35M Sell
4,649
-400
-8% -$117K 0.14% 58
2024
Q3 		$1.43M Hold
5,049
– – 0.14% 62
2024
Q2 		$1.35M Hold
5,049
– – 0.14% 66
2024
Q1 		$1.31M Buy
5,049
+1,954
+63% +$483K 0.14% 67
2023
Q4 		$734K Sell
3,095
-286
-8% -$63.2K 0.09% 87
2023
Q3 		$718K Sell
3,381
-60
-2% -$13.3K 0.09% 98
2023
Q2 		$758K Sell
3,441
-99
-3% -$20.6K 0.08% 104
2023
Q1 		$723K Sell
3,540
-1,615
-31% -$323K 0.08% 103
2022
Q4 		$986K Buy
+5,155
New +$993K 0.12% 76
2022
Q2 		– Sell
-3,137
Closed -$714K – 175
2022
Q1 		$714K Buy
3,137
+558
+22% +$125K 0.07% 89
2021
Q4 		$623K Buy
2,579
+81
+3% +$19.1K 0.05% 97
2021
Q3 		$555K Buy
2,498
+57
+2% +$13K 0.06% 95
2021
Q2 		$544K Hold
2,441
– – 0.07% 95
2021
Q1 		$505K Hold
2,441
– – 0.07% 93
2020
Q4 		$475K Buy
2,441
+200
+9% +$36.6K 0.07% 88
2020
Q3 		$382K Buy
2,241
+10
+0.4% +$1.68K 0.06% 116
2020
Q2 		$349K Sell
2,231
-177
-7% -$26.1K 0.08% 84
2020
Q1 		$310K Buy
2,408
+51
+2% +$7.89K 0.09% 84
2019
Q4 		$386K Buy
+2,357
New +$369K 0.09% 89

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 27% in Q1 2026, selling an estimated $483K and leaving 3,874 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #120.

Texas Capital Bank Wealth Management Services first reported a position in VTI in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.78M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 3,874 shares of Vanguard Morningstar Total Stock Market ETF worth $1.24M as of Q1 2026.
  • Texas Capital Bank Wealth Management Services sold 1,440 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $483K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #120 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 24 quarters since.
  • Texas Capital Bank Wealth Management Services's Vanguard Morningstar Total Stock Market ETF position peaked at $1.78M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

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