First Foundation Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

First Foundation Advisors’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	–	Sell	-809	Closed	-$206K	–	352
2025 Q3	$206K	Buy	+809	New	+$201K	0.01%	315
2025 Q1	–	Sell	-909	Closed	-$218K	–	347
2024 Q4	$218K	Hold	909	–	–	0.01%	322
2024 Q3	$216K	Buy	+909	New	+$207K	0.01%	331
2024 Q2	–	Sell	-909	Closed	-$208K	–	450
2024 Q1	$208K	Sell	909 -207	-19%	-$44.5K	0.01%	329
2023 Q4	$238K	Sell	1,116 -100	-8%	-$19.3K	0.01%	313
2023 Q3	$230K	Sell	1,216 -384	-24%	-$76.5K	0.01%	370
2023 Q2	$318K	Buy	+1,600	New	+$302K	0.01%	308

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

First Foundation Advisors's VB Position: Q4 2025 in Review

First Foundation Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025, closing a stake of 809 shares — an estimated $206K sold.

First Foundation Advisors first reported a position in VB in Q2 2023 and held it in 7 quarters. The position peaked at $318K in Q2 2023. 2,373 funds tracked by Wall St. Rank hold VB as of Q4 2025.

First Foundation Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
First Foundation Advisors sold 809 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $206K.
First Foundation Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and held it in 7 quarters.
First Foundation Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $318K in Q2 2023.
2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on First Foundation Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.