Tolleson Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Tolleson Wealth Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$511K	Buy	1,981 +220	+12%	+$56.4K	0.07%	62
2025 Q3	$449K	Hold	1,761	–	–	0.07%	66
2025 Q2	$419K	Hold	1,761	–	–	0.07%	65
2025 Q1	$391K	Hold	1,761	–	–	0.08%	64
2024 Q4	$423K	Hold	1,761	–	–	0.09%	69
2024 Q3	$419K	Hold	1,761	–	–	0.08%	61
2024 Q2	$385K	Hold	1,761	–	–	0.08%	64
2024 Q1	$403K	Hold	1,761	–	–	0.08%	66
2023 Q4	$376K	Hold	1,761	–	–	0.08%	66
2023 Q3	$333K	Hold	1,761	–	–	0.08%	65
2023 Q2	$350K	Hold	1,761	–	–	0.08%	68
2023 Q1	$334K	Hold	1,761	–	–	0.09%	66
2022 Q4	$323K	Hold	1,761	–	–	0.09%	68
2022 Q3	$301K	Sell	1,761 -250	-12%	-$47.2K	0.09%	62
2022 Q2	$354K	Hold	2,011	–	–	0.1%	59
2022 Q1	$427K	Buy	2,011 +250	+14%	+$52.6K	0.13%	56
2021 Q4	$398K	Hold	1,761	–	–	0.11%	58
2021 Q3	$385K	Hold	1,761	–	–	0.11%	53
2021 Q2	$397K	Hold	1,761	–	–	0.11%	55
2021 Q1	$377K	Hold	1,761	–	–	0.11%	57
2020 Q4	$343K	Hold	1,761	–	–	0.11%	54
2020 Q3	$271K	Hold	1,761	–	–	0.11%	54
2020 Q2	$257K	Hold	1,761	–	–	0.11%	58
2020 Q1	$203K	Hold	1,761	–	–	0.09%	56
2019 Q4	$292K	Hold	1,761	–	–	0.14%	55
2019 Q3	$271K	Buy	+1,761	New	+$273K	0.15%	53

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Tolleson Wealth Management's VB Position: Q4 2025 in Review

Tolleson Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 12% in Q4 2025, buying an estimated $56.4K and bringing the position to 1,981 shares worth $511K. The position accounts for 0.07% of the portfolio, ranked #62.

Tolleson Wealth Management first reported a position in VB in Q3 2019 and has held it in 26 quarters since. 2,366 funds tracked by Wall St. Rank hold VB as of Q4 2025.

Tolleson Wealth Management held 1,981 shares of Vanguard Small-Cap ETF worth $511K as of Q4 2025.
Tolleson Wealth Management bought 220 Vanguard Small-Cap ETF shares in Q4 2025, an estimated $56.4K.
Vanguard Small-Cap ETF made up 0.07% of Tolleson Wealth Management's portfolio in Q4 2025, its #62 holding.
Tolleson Wealth Management first reported a position in Vanguard Small-Cap ETF in Q3 2019 and has held it in 26 quarters since.
2,366 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2025.

Based on Tolleson Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.