Tolleson Wealth Management, Inc. Vanguard Transaction History
Tolleson Wealth Management, Inc.
- $611 Million
- Q3 2025
A detailed history of Tolleson Wealth Management, Inc. transactions in Vanguard stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 8,832 shares of VGSH stock, worth $518,615. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,832
Previous 16,164
45.36%
Holding current value
$518,615
Previous $950,000
45.37%
% of portfolio
0.08%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,071Shares Held
269MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC8.08MShares$474 Million11.18% of portfolio