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Tolleson Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Tolleson Wealth Management’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$28M Hold
230,015
– – 4.04% 7
2025
Q3 		$27.7M Hold
230,015
– – 4.29% 5
2025
Q2 		$25.1M Buy
230,015
+16,415
+8% +$1.62M 4.29% 5
2025
Q1 		$19.8M Buy
+213,600
New +$21.7M 3.82% 6

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Tolleson Wealth Management held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q4 2025 at 230,015 shares worth $28M. The position accounts for 4.04% of the portfolio, ranked #7.

Tolleson Wealth Management first reported a position in VONG in Q1 2025 and has held it in 4 quarters since. 855 funds tracked by Wall St. Rank hold VONG as of Q4 2025.

  • Tolleson Wealth Management held 230,015 shares of Vanguard Russell 1000 Growth ETF worth $28M as of Q4 2025.
  • Tolleson Wealth Management left its Vanguard Russell 1000 Growth ETF share count unchanged in Q4 2025.
  • Vanguard Russell 1000 Growth ETF made up 4.04% of Tolleson Wealth Management's portfolio in Q4 2025, its #7 holding.
  • Tolleson Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2025 and has held it in 4 quarters since.
  • 855 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2025.

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