Tolleson Wealth Management, Inc. Vanguard Small Cap ETF Transaction History
Tolleson Wealth Management, Inc.
- $507 Million
- Q2 2024
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 $420,896. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,761
Previous 1,761
-0.0%
Holding current value
$420,896
Previous $403,000
4.47%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,061Shares Held
147MCall Options Held
63.7KPut Options Held
88.6K-
Bank Of America Corp Charlotte, NC23.7MShares$5.67 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.72 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.68 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.19 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.05 Billion0.24% of portfolio