Texas Capital Bank Wealth Management Services’s Vanguard Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$265K	Sell	3,642 -384	-10%	-$29.9K	0.02%	299
2025 Q4	$327K	Sell	4,026 -258	-6%	-$20.9K	0.02%	247
2025 Q3	$342K	Buy	4,284 +84	+2%	+$6.42K	0.03%	185
2025 Q2	$307K	Buy	4,200 +258	+7%	+$17K	0.03%	175
2025 Q1	$244K	Sell	3,942 -270	-6%	-$18.2K	0.02%	181
2024 Q4	$288K	Buy	4,212 +246	+6%	+$16.5K	0.03%	138
2024 Q3	$254K	Sell	3,966 -1,776	-31%	-$110K	0.03%	166
2024 Q2	$358K	Buy	5,742 +1,692	+42%	+$98.7K	0.04%	139
2024 Q1	$232K	Sell	4,050 -96	-2%	-$5.28K	0.03%	172
2023 Q4	$215K	Buy	+4,146	New	+$200K	0.03%	174

Other funds holding VUG

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services reduced its Vanguard Growth ETF (VUG) stake by 9.5% in Q1 2026, selling an estimated $29.9K and leaving 3,642 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #299.

Texas Capital Bank Wealth Management Services first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $358K in Q2 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Texas Capital Bank Wealth Management Services held 3,642 shares of Vanguard Growth ETF worth $265K as of Q1 2026.
Texas Capital Bank Wealth Management Services sold 384 Vanguard Growth ETF shares in Q1 2026, an estimated $29.9K.
Vanguard Growth ETF made up 0.02% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #299 holding.
Texas Capital Bank Wealth Management Services first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Texas Capital Bank Wealth Management Services's Vanguard Growth ETF position peaked at $358K in Q2 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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