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

First Foundation Advisors’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,662	Closed	-$412K	–	456
2022 Q1	$412K	Sell	1,662 -171	-9%	-$42.1K	0.01%	285
2021 Q4	$516K	Buy	1,833 +171	+10%	+$49K	0.02%	262
2021 Q3	$465K	Buy	1,662 +1	+0.1%	+$286	0.02%	283
2021 Q2	$481K	Sell	1,661 -38	-2%	-$10.6K	0.02%	290
2021 Q1	$467K	Buy	+1,699	New	+$479K	0.02%	276

Other funds holding VBK

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

First Foundation Advisors's VBK Position: Q2 2022 in Review

First Foundation Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2022, closing a stake of 1,662 shares — an estimated $412K sold.

First Foundation Advisors first reported a position in VBK in Q1 2021 and held it in 5 quarters. The position peaked at $516K in Q4 2021. 808 funds tracked by Wall St. Rank hold VBK as of Q2 2022.

First Foundation Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
First Foundation Advisors sold 1,662 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2022, an estimated $412K.
First Foundation Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2021 and held it in 5 quarters.
First Foundation Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $516K in Q4 2021.
808 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2022.

Based on First Foundation Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.