First Foundation Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,902	Closed	-$597K	–	349
2025 Q2	$597K	Sell	5,902 -1,252	-18%	-$120K	0.02%	227
2025 Q1	$690K	Sell	7,154 -3,537	-33%	-$368K	0.03%	199
2024 Q4	$1.13M	Hold	10,691	–	–	0.04%	163
2024 Q3	$1.16M	Hold	10,691	–	–	0.04%	163
2024 Q2	$1.05M	Sell	10,691 -4,999	-32%	-$491K	0.04%	164
2024 Q1	$1.59M	Hold	15,690	–	–	0.06%	135
2023 Q4	$1.56M	Hold	15,690	–	–	0.07%	134
2023 Q3	$1.37M	Hold	15,690	–	–	0.06%	156
2023 Q2	$1.44M	Hold	15,690	–	–	0.06%	153
2023 Q1	$1.39M	Sell	15,690 -2,676	-15%	-$245K	0.06%	150
2022 Q4	$1.59M	Hold	18,366	–	–	0.08%	145
2022 Q3	$1.48M	Hold	18,366	–	–	0.07%	142
2022 Q2	$1.56M	Hold	18,366	–	–	0.07%	140
2022 Q1	$1.82M	Hold	18,366	–	–	0.07%	143
2021 Q4	$1.93M	Hold	18,366	–	–	0.07%	140
2021 Q3	$1.85M	Hold	18,366	–	–	0.07%	143
2021 Q2	$1.91M	Hold	18,366	–	–	0.07%	149
2021 Q1	$1.83M	Sell	18,366 -8,766	-32%	-$838K	0.08%	141
2020 Q4	$2.28M	Hold	27,132	–	–	0.1%	122
2020 Q3	$1.75M	Hold	27,132	–	–	0.08%	129
2020 Q2	$1.7M	Hold	27,132	–	–	0.09%	129
2020 Q1	$1.39M	Buy	27,132 +920	+4%	+$62.2K	0.09%	135
2019 Q4	$1.99M	Hold	26,212	–	–	0.1%	132
2019 Q3	$1.87M	Hold	26,212	–	–	0.1%	122
2019 Q2	$1.87M	Hold	26,212	–	–	0.1%	123
2019 Q1	$1.84M	Hold	26,212	–	–	0.11%	120
2018 Q4	$1.65M	Hold	26,212	–	–	0.1%	123
2018 Q3	$2.09M	Hold	26,212	–	–	0.12%	110
2018 Q2	$2M	Hold	26,212	–	–	0.12%	109
2018 Q1	$1.84M	Hold	26,212	–	–	0.1%	115
2017 Q4	$1.83M	Hold	26,212	–	–	0.1%	122
2017 Q3	$1.78M	Hold	26,212	–	–	0.1%	109
2017 Q2	$1.68M	Buy	26,212 +1,252	+5%	+$78.7K	0.1%	122
2017 Q1	$1.57M	Hold	24,960	–	–	0.1%	117
2016 Q4	$1.55M	Hold	24,960	–	–	0.1%	118
2016 Q3	$1.41M	Hold	24,960	–	–	0.1%	118
2016 Q2	$1.31M	Hold	24,960	–	–	0.09%	116
2016 Q1	$1.27M	Hold	24,960	–	–	0.09%	113
2015 Q4	$1.24M	Buy	24,960 +15,860	+174%	+$811K	0.08%	117
2015 Q3	$441K	Buy	+9,100	New	+$468K	0.04%	163

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

First Foundation Advisors's VIOO Position: Q3 2025 in Review

First Foundation Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2025, closing a stake of 5,902 shares — an estimated $597K sold.

First Foundation Advisors first reported a position in VIOO in Q3 2015 and held it in 40 quarters. The position peaked at $2.28M in Q4 2020. 339 funds tracked by Wall St. Rank hold VIOO as of Q3 2025.

First Foundation Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2025 after selling out during the quarter.
First Foundation Advisors sold 5,902 Vanguard S&P Small-Cap 600 ETF shares in Q3 2025, an estimated $597K.
First Foundation Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2015 and held it in 40 quarters.
First Foundation Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $2.28M in Q4 2020.
339 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2025.

Based on First Foundation Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.