First Foundation Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,330	Closed	-$248K	–	351
2025 Q1	$248K	Hold	1,330	–	–	0.01%	293
2024 Q4	$264K	Hold	1,330	–	–	0.01%	299
2024 Q3	$267K	Hold	1,330	–	–	0.01%	298
2024 Q2	$243K	Hold	1,330	–	–	0.01%	302
2024 Q1	$255K	Sell	1,330 -69	-5%	-$12.5K	0.01%	308
2023 Q4	$252K	Hold	1,399	–	–	0.01%	307
2023 Q3	$223K	Sell	1,399 -515	-27%	-$86.1K	0.01%	373
2023 Q2	$317K	Buy	1,914 +491	+35%	+$77.3K	0.01%	311
2023 Q1	$226K	Buy	1,423 +126	+10%	+$20.9K	0.01%	344
2022 Q4	$206K	Buy	+1,297	New	+$206K	0.01%	365

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

First Foundation Advisors's VBR Position: Q2 2025 in Review

First Foundation Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2025, closing a stake of 1,330 shares — an estimated $248K sold.

First Foundation Advisors first reported a position in VBR in Q4 2022 and held it in 10 quarters. The position peaked at $317K in Q2 2023. 1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

First Foundation Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
First Foundation Advisors sold 1,330 Vanguard Small-Cap Value ETF shares in Q2 2025, an estimated $248K.
First Foundation Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and held it in 10 quarters.
First Foundation Advisors's Vanguard Small-Cap Value ETF position peaked at $317K in Q2 2023.
1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

Based on First Foundation Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.