Texas Capital Bank Wealth Management Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,424	Closed	-$485K	–	204
2024 Q3	$485K	Hold	5,424	–	–	0.05%	123
2024 Q2	$445K	Hold	5,424	–	–	0.05%	125
2024 Q1	$461K	Sell	5,424 -440	-8%	-$35.5K	0.05%	114
2023 Q4	$476K	Buy	5,864 +340	+6%	+$24.6K	0.06%	117
2023 Q3	$395K	Buy	5,524 +1,064	+24%	+$80.7K	0.05%	136
2023 Q2	$337K	Buy	+4,460	New	+$321K	0.04%	148

Other funds holding VTWO

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

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

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

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SRA

Summit Rock Advisors New York $76.1M AUM

Texas Capital Bank Wealth Management Services's VTWO Position: Q4 2024 in Review

Texas Capital Bank Wealth Management Services sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2024, closing a stake of 5,424 shares — an estimated $485K sold.

Texas Capital Bank Wealth Management Services first reported a position in VTWO in Q2 2023 and held it in 6 quarters. The position peaked at $485K in Q3 2024. 600 funds tracked by Wall St. Rank hold VTWO as of Q4 2024.

Texas Capital Bank Wealth Management Services reported no remaining Vanguard Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 5,424 Vanguard Russell 2000 ETF shares in Q4 2024, an estimated $485K.
Texas Capital Bank Wealth Management Services first reported a position in Vanguard Russell 2000 ETF in Q2 2023 and held it in 6 quarters.
Texas Capital Bank Wealth Management Services's Vanguard Russell 2000 ETF position peaked at $485K in Q3 2024.
600 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2024.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2024, filed 13 Feb 2025.