Number of Shares
213,600.00
Current Holdings Value*
$19.82 Mil
% of Portfolio
3.82%
Total Estimate Gain
$2.17 Mil
% of Total Estimate Gain
10.02%

Tolleson Wealth Management, Inc.'s Vanguard Russell 1000 Growth Index Fund Holding Summary

As of 2025-03-31, Tolleson Wealth Management, Inc. held 213,600.00 shares of Vanguard Russell 1000 Growth Index Fund(VONG), totaling $19.82 Mil. This investment constitutes 3.82% of their stock portfolio, and Tolleson Wealth Management, Inc. now holds 0.08% of the outstanding Vanguard Russell 1000 Growth Index Fund(VONG) stock.

The initial trade took place in 2025Q1. And since then Tolleson Wealth Management, Inc. has made 1 purchases of VONG, at an average price of $101.57, for a total of 213,600.00 shares. Based on historical transaction data and VONG's current price of $111.75, Tolleson Wealth Management, Inc.'s estimated gain on his VONG holdings is $2.17 Mil, reflecting a 10.02% gain to date.

Tolleson Wealth Management, Inc. VONG ($111.75) Holding Chart

Tolleson Wealth Management, Inc. VONG ($111.75) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1