Vanguard S&p 500 Etf idx shares owned by Tolleson Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Tolleson Wealth Management
from 13F filings
Historical chart of Tolleson Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Tolleson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 17k | 614.12 |
| 2025-06-30 | $3.2M | 5.6k | 569.74 |
| 2025-03-31 | $1.2M | 2.4k | 513.92 |
| 2024-12-31 | $1.3M | 2.4k | 538.85 |
| 2024-09-30 | $1.3M | 2.4k | 529.29 |
| 2024-03-31 | $1.3M | 2.7k | 480.61 |
| 2023-12-31 | $1.2M | 2.8k | 436.76 |
| 2023-09-30 | $1.1M | 2.7k | 394.16 |
| 2023-06-30 | $1.1M | 2.7k | 408.94 |
| 2023-03-31 | $1.0M | 2.7k | 376.06 |
| 2022-12-31 | $951k | 2.7k | 351.31 |
| 2022-09-30 | $893k | 2.7k | 329.89 |
| 2022-06-30 | $943k | 2.7k | 348.36 |
| 2022-03-31 | $1.1M | 2.7k | 415.22 |
| 2021-12-31 | $1.1M | 2.6k | 436.41 |
| 2021-09-30 | $1.0M | 2.6k | 395.66 |
| 2021-06-30 | $1.0M | 2.6k | 394.90 |
| 2021-03-31 | $991k | 2.7k | 364.34 |
| 2020-12-31 | $1.0M | 3.0k | 343.54 |
| 2019-12-31 | $374k | 1.3k | 295.65 |
| 2019-09-30 | $346k | 1.3k | 273.52 |
| 2019-06-30 | $468k | 1.7k | 270.52 |
| 2019-03-31 | $449k | 1.7k | 259.54 |
| 2018-12-31 | $398k | 1.7k | 230.06 |
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