Tolleson Wealth Management »

Vanguard Small-Cap ETF shares owned by Tolleson Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Tolleson Wealth Management from 13F filings

Historical chart of Tolleson Wealth Management investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Tolleson Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap ETF by Tolleson Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $376k 1.8k 213.52
2023-09-30 $333k 1.8k 189.10
2023-06-30 $350k 1.8k 198.75
2023-03-31 $334k 1.8k 189.67
2022-12-31 $323k 1.8k 183.42
2022-09-30 $301k 1.8k 170.93
2022-06-30 $354k 2.0k 176.03
2022-03-31 $427k 2.0k 212.33
2021-12-31 $398k 1.8k 226.01
2021-09-30 $385k 1.8k 218.63
2021-06-30 $397k 1.8k 225.44
2021-03-31 $377k 1.8k 214.08
2020-12-31 $343k 1.8k 194.78
2020-09-30 $271k 1.8k 153.89
2020-06-30 $257k 1.8k 145.94
2020-03-31 $203k 1.8k 115.28
2019-12-31 $292k 1.8k 165.81
2019-09-30 $271k 1.8k 153.89