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Tolleson Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Tolleson Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.72M Sell
14,147
-180
-1% -$120K 1.31% 11
2026
Q1 		$8.56M Buy
14,327
+1,008
+8% +$630K 1.25% 12
2025
Q4 		$8.35M Sell
13,319
-3,298
-20% -$2.05M 1.21% 12
2025
Q3 		$10.2M Buy
16,617
+11,025
+197% +$6.5M 1.58% 10
2025
Q2 		$3.19M Buy
5,592
+3,185
+132% +$1.67M 0.54% 21
2025
Q1 		$1.24M Hold
2,407
– – 0.24% 36
2024
Q4 		$1.3M Hold
2,407
– – 0.27% 34
2024
Q3 		$1.27M Sell
2,407
-100
-4% -$50.8K 0.24% 33
2024
Q2 		$1.26M Sell
2,507
-200
-7% -$96.2K 0.25% 39
2024
Q1 		$1.3M Sell
2,707
-68
-2% -$31.1K 0.25% 37
2023
Q4 		$1.21M Buy
2,775
+68
+3% +$27.8K 0.25% 40
2023
Q3 		$1.07M Hold
2,707
– – 0.26% 42
2023
Q2 		$1.11M Hold
2,707
– – 0.27% 42
2023
Q1 		$1.02M Hold
2,707
– – 0.26% 43
2022
Q4 		$951K Hold
2,707
– – 0.26% 44
2022
Q3 		$893K Hold
2,707
– – 0.27% 41
2022
Q2 		$943K Hold
2,707
– – 0.27% 41
2022
Q1 		$1.12M Buy
2,707
+81
+3% +$33.2K 0.33% 37
2021
Q4 		$1.15M Hold
2,626
– – 0.31% 40
2021
Q3 		$1.04M Hold
2,626
– – 0.29% 38
2021
Q2 		$1.04M Sell
2,626
-94
-3% -$36.1K 0.28% 41
2021
Q1 		$991K Sell
2,720
-316
-10% -$112K 0.3% 37
2020
Q4 		$1.04M Buy
+3,036
New +$990K 0.35% 34
2020
Q1 		– Sell
-1,265
Closed -$374K – 73
2019
Q4 		$374K Hold
1,265
– – 0.18% 44
2019
Q3 		$346K Sell
1,265
-465
-27% -$126K 0.19% 44
2019
Q2 		$468K Hold
1,730
– – 0.32% 28
2019
Q1 		$449K Hold
1,730
– – 0.31% 29
2018
Q4 		$398K Buy
+1,730
New +$429K 0.23% 32

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Tolleson Wealth Management's VOO Position: Q2 2026 in Review

Tolleson Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q2 2026, selling an estimated $120K and leaving 14,147 shares worth $9.72M. The position accounts for 1.31% of the portfolio, ranked #11.

Tolleson Wealth Management first reported a position in VOO in Q4 2018 and has held it in 28 quarters since. The position peaked at $10.2M in Q3 2025. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Tolleson Wealth Management held 14,147 shares of Vanguard S&P 500 ETF worth $9.72M as of Q2 2026.
  • Tolleson Wealth Management sold 180 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $120K.
  • Vanguard S&P 500 ETF made up 1.31% of Tolleson Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Tolleson Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 28 quarters since.
  • Tolleson Wealth Management's Vanguard S&P 500 ETF position peaked at $10.2M in Q3 2025.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.