Texas Capital Bank Wealth Management Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.2M	Sell	64,248 -146	-0.2%	-$45.7K	1.14%	15
2025 Q4	$20.3M	Sell	64,394 -1,001	-2%	-$313K	1.17%	15
2025 Q3	$20.1M	Sell	65,395 -608	-0.9%	-$180K	1.66%	9
2025 Q2	$18.8M	Buy	66,003 +1,471	+2%	+$388K	1.76%	8
2025 Q1	$16.6M	Sell	64,532 -1,187	-2%	-$322K	1.68%	8
2024 Q4	$17.7M	Sell	65,719 -15,462	-19%	-$4.19M	1.81%	6
2024 Q3	$21.4M	Buy	81,181 +291	+0.4%	+$73.8K	2.1%	6
2024 Q2	$20.2M	Buy	80,890 +1,298	+2%	+$312K	2.1%	6
2024 Q1	$19.1M	Hold	79,592	–	–	2.1%	7
2023 Q4	$17.4M	Sell	79,592 -3,185	-4%	-$651K	2.05%	7
2023 Q3	$16.2M	Sell	82,777 -647	-0.8%	-$132K	2.05%	8
2023 Q2	$16.9M	Sell	83,424 -6,714	-7%	-$1.29M	1.81%	10
2023 Q1	$16.8M	Sell	90,138 -530	-0.6%	-$96.5K	1.95%	8
2022 Q4	$15.8M	Buy	90,668 +33,626	+59%	+$5.9M	1.92%	9
2022 Q3	$9.33M	Sell	57,042 -23	-0%	-$4.18K	1.2%	19
2022 Q2	$9.84M	Buy	57,065 +573	+1%	+$108K	1.14%	22
2022 Q1	$11.8M	Sell	56,492 -1,806	-3%	-$371K	1.07%	33
2021 Q4	$12.9M	Sell	58,298 -19	-0%	-$4.07K	1.12%	26
2021 Q3	$11.7M	Hold	58,317	–	–	1.2%	23
2021 Q2	$11.7M	Hold	58,317	–	–	1.47%	14
2021 Q1	$10.8M	Hold	58,317	–	–	1.54%	15
2020 Q4	$10.2M	Hold	58,317	–	–	1.51%	14
2020 Q3	$9.12M	Hold	58,317	–	–	1.49%	12
2020 Q2	$8.34M	Sell	58,317 -90	-0.2%	-$12.2K	1.87%	11
2020 Q1	$6.92M	Sell	58,407 -361	-0.6%	-$50.7K	1.97%	12
2019 Q4	$8.69M	Buy	+58,768	New	+$8.31M	1.92%	12

Other funds holding VV

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.23% in Q1 2026, selling an estimated $45.7K and leaving 64,248 shares worth $19.2M. The position accounts for 1.14% of the portfolio, ranked #15.

Texas Capital Bank Wealth Management Services first reported a position in VV in Q4 2019 and has held it in 26 quarters since. The position peaked at $21.4M in Q3 2024. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Texas Capital Bank Wealth Management Services held 64,248 shares of Vanguard Morningstar Large-Cap ETF worth $19.2M as of Q1 2026.
Texas Capital Bank Wealth Management Services sold 146 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $45.7K.
Vanguard Morningstar Large-Cap ETF made up 1.14% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #15 holding.
Texas Capital Bank Wealth Management Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Texas Capital Bank Wealth Management Services's Vanguard Morningstar Large-Cap ETF position peaked at $21.4M in Q3 2024.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

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