Tolleson Wealth Management, Inc.
Position in VTHR — VANGUARD RUSSELL 3000 INDEX FUND
CIK 1772937
DALLAS, TX
All Filings in VTHR
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 VTHR | $4,871,652 | 16,221 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 VTHR | $4,915,438 | 16,701 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 VTHR | $4,555,197 | 16,701 | Shares | Defined | 2025-08-28 | |
| 2025-03-31 VTHR | $4,121,138 | 16,701 | Shares | Defined | 2025-08-28 | |
| 2024-12-31 VTHR | $4,337,917 | 16,701 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 VTHR | $4,236,542 | 16,701 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 VTHR | $4,001,559 | 16,701 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 VTHR | $3,890,664 | 16,701 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 VTHR | $3,554,473 | 16,701 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 VTHR | $3,185,381 | 16,701 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 VTHR | $3,297,612 | 16,701 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 VTHR | $3,061,293 | 16,701 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 VTHR | $2,868,396 | 16,701 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 VTHR | $2,690,531 | 16,701 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 VTHR | $2,822,469 | 16,701 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 VTHR | $3,405,834 | 16,701 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 VTHR | $3,602,739 | 16,701 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 VTHR | $3,307,967 | 16,701 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 VTHR | $3,325,169 | 16,701 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 VTHR | $3,087,179 | 16,701 | Shares | Defined | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||