Tolleson Wealth Management, Inc. Vanguard Small Cap ETF Transaction History
Tolleson Wealth Management, Inc.
- $518 Million
- Q1 2025
A detailed history of Tolleson Wealth Management, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 1,761 shares of VB stock, worth $422,851. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,761
Previous 1,761
-0.0%
Holding current value
$422,851
Previous $423,000
7.57%
% of portfolio
0.08%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,381Shares Held
167MCall Options Held
78.1KPut Options Held
29.4K-
Bank Of America Corp Charlotte, NC24.1MShares$5.78 Billion0.44% of portfolio
-
Morgan Stanley New York, NY7.66MShares$1.84 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.66MShares$1.6 Billion1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$1.4 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.24 Billion0.38% of portfolio