Tolleson Wealth Management, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1772937
DALLAS, TX
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$672,017
+$161,019 QoQ
Shares Held
2,217
+11.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#369
of 556 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,017 | 2,217 | Shares | Defined | 2026-08-13 | |
| 2025-12-31 | $510,998 | 1,981 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $447,787 | 1,761 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $417,321 | 1,761 | Shares | Defined | 2025-08-28 | |
| 2025-03-31 | $390,501 | 1,761 | Shares | Defined | 2025-08-28 | |
| 2024-12-31 | $423,133 | 1,761 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $417,726 | 1,761 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $383,968 | 1,761 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $402,546 | 1,761 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $375,674 | 1,761 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $332,952 | 1,761 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $350,245 | 1,761 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $333,815 | 1,761 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $323,213 | 1,761 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $300,972 | 1,761 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $354,157 | 2,011 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $427,377 | 2,011 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $398,003 | 1,761 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $385,077 | 1,761 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $396,718 | 1,761 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $376,994 | 1,761 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $342,831 | 1,761 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $270,841 | 1,761 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $256,612 | 1,761 | Shares | Defined | 2020-11-20 | |
| 2020-03-31 | $203,289 | 1,761 | Shares | Defined | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||