First Foundation Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$544K	Hold	2,531	–	–	0.02%	224
2025 Q4	$556K	Sell	2,531 -88	-3%	-$19.2K	0.02%	225
2025 Q3	$565K	Hold	2,619	–	–	0.02%	220
2025 Q2	$536K	Sell	2,619 -500	-16%	-$96.9K	0.02%	233
2025 Q1	$605K	Hold	3,119	–	–	0.02%	209
2024 Q4	$611K	Buy	3,119 +1,188	+62%	+$237K	0.02%	214
2024 Q3	$382K	Buy	1,931 +404	+26%	+$76.9K	0.01%	259
2024 Q2	$279K	Hold	1,527	–	–	0.01%	288
2024 Q1	$279K	Buy	1,527 +4	+0.3%	+$703	0.01%	290
2023 Q4	$260K	Buy	1,523 +130	+9%	+$20.9K	0.01%	305
2023 Q3	$216K	Hold	1,393	–	–	0.01%	380
2023 Q2	$226K	Hold	1,393	–	–	0.01%	363
2023 Q1	$215K	Sell	1,393 -349	-20%	-$53.5K	0.01%	351
2022 Q4	$265K	Hold	1,742	–	–	0.01%	327
2022 Q3	$235K	Sell	1,742 -524	-23%	-$78K	0.01%	323
2022 Q2	$325K	Sell	2,266 -297	-12%	-$45.2K	0.01%	296
2022 Q1	$416K	Buy	2,563 +1,104	+76%	+$178K	0.02%	282
2021 Q4	$251K	Buy	1,459 +90	+7%	+$14.8K	0.01%	374
2021 Q3	$210K	Sell	1,369 -149	-10%	-$23.7K	0.01%	419
2021 Q2	$235K	Buy	+1,518	New	+$233K	0.01%	399

Other funds holding VIG

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

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

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Foundation Advisors's VIG Position: Q1 2026 in Review

First Foundation Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 2,531 shares worth $544K. The position accounts for 0.02% of the portfolio, ranked #224.

First Foundation Advisors first reported a position in VIG in Q2 2021 and has held it in 20 quarters since. The position peaked at $611K in Q4 2024. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

First Foundation Advisors held 2,531 shares of Vanguard Dividend Appreciation ETF worth $544K as of Q1 2026.
First Foundation Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.02% of First Foundation Advisors's portfolio in Q1 2026, its #224 holding.
First Foundation Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 20 quarters since.
First Foundation Advisors's Vanguard Dividend Appreciation ETF position peaked at $611K in Q4 2024.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.