First Foundation Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-28,544
| Closed | -$2M | – | 350 |
|
|
2025
Q2 | $2M | Sell |
28,544
-2,388
| -8% | -$157K | 0.07% | 138 |
|
|
2025
Q1 | $2M | Sell |
30,932
-12,168
| -28% | -$817K | 0.08% | 124 |
|
|
2024
Q4 | $2.85M | Sell |
43,100
-428
| -1% | -$29.1K | 0.11% | 112 |
|
|
2024
Q3 | $2.87M | Buy |
43,528
+980
| +2% | +$61.5K | 0.11% | 109 |
|
|
2024
Q2 | $2.58M | Hold |
42,548
| – | – | 0.1% | 107 |
|
|
2024
Q1 | $2.66M | Sell |
42,548
-1,400
| -3% | -$82.7K | 0.11% | 103 |
|
|
2023
Q4 | $2.56M | Buy |
43,948
+608
| +1% | +$32.5K | 0.12% | 103 |
|
|
2023
Q3 | $2.26M | Sell |
43,340
-3,828
| -8% | -$210K | 0.11% | 118 |
|
|
2023
Q2 | $2.6M | Hold |
47,168
| – | – | 0.11% | 117 |
|
|
2023
Q1 | $2.49M | Sell |
47,168
-15,052
| -24% | -$801K | 0.11% | 116 |
|
|
2022
Q4 | $3.17M | Hold |
62,220
| – | – | 0.15% | 100 |
|
|
2022
Q3 | $2.92M | Sell |
62,220
-6,672
| -10% | -$349K | 0.14% | 95 |
|
|
2022
Q2 | $3.39M | Buy |
68,892
+6,036
| +10% | +$326K | 0.15% | 94 |
|
|
2022
Q1 | $3.74M | Buy |
62,856
+636
| +1% | +$37.3K | 0.13% | 92 |
|
|
2021
Q4 | $3.96M | Hold |
62,220
| – | – | 0.14% | 89 |
|
|
2021
Q3 | $3.68M | Hold |
62,220
| – | – | 0.14% | 90 |
|
|
2021
Q2 | $3.69M | Hold |
62,220
| – | – | 0.14% | 92 |
|
|
2021
Q1 | $3.44M | Sell |
62,220
-14,924
| -19% | -$810K | 0.15% | 91 |
|
|
2020
Q4 | $3.99M | Sell |
77,144
-352
| -0.5% | -$17K | 0.18% | 79 |
|
|
2020
Q3 | $3.42M | Sell |
77,496
-444
| -0.6% | -$19.3K | 0.16% | 82 |
|
|
2020
Q2 | $3.19M | Sell |
77,940
-204
| -0.3% | -$7.81K | 0.16% | 77 |
|
|
2020
Q1 | $2.57M | Buy |
78,144
+1,440
| +2% | +$59.6K | 0.16% | 91 |
|
|
2019
Q4 | $3.42M | Sell |
76,704
-16,428
| -18% | -$705K | 0.17% | 86 |
|
|
2019
Q3 | $3.9M | Buy |
93,132
+4,876
| +6% | +$204K | 0.21% | 79 |
|
|
2019
Q2 | $3.69M | Buy |
88,256
+12
| +0% | +$491 | 0.21% | 83 |
|
|
2019
Q1 | $3.55M | Sell |
88,244
-1,244
| -1% | -$47.8K | 0.21% | 81 |
|
|
2018
Q4 | $3.09M | Hold |
89,488
| – | – | 0.2% | 79 |
|
|
2018
Q3 | $3.67M | Hold |
89,488
| – | – | 0.2% | 78 |
|
|
2018
Q2 | $3.53M | Hold |
89,488
| – | – | 0.21% | 74 |
|
|
2018
Q1 | $3.45M | Hold |
89,488
| – | – | 0.19% | 75 |
|
|
2017
Q4 | $3.46M | Hold |
89,488
| – | – | 0.19% | 81 |
|
|
2017
Q3 | $3.29M | Hold |
89,488
| – | – | 0.19% | 77 |
|
|
2017
Q2 | $3.19M | Buy |
89,488
+2,212
| +3% | +$78.2K | 0.19% | 76 |
|
|
2017
Q1 | $3.04M | Hold |
87,276
| – | – | 0.19% | 79 |
|
|
2016
Q4 | $2.87M | Hold |
87,276
| – | – | 0.19% | 90 |
|
|
2016
Q3 | $2.82M | Hold |
87,276
| – | – | 0.2% | 81 |
|
|
2016
Q2 | $2.7M | Buy |
87,276
+1,132
| +1% | +$34.6K | 0.19% | 79 |
|
|
2016
Q1 | $2.61M | Sell |
86,144
-1,412
| -2% | -$39.9K | 0.19% | 79 |
|
|
2015
Q4 | $2.63M | Buy |
87,556
+52,924
| +153% | +$1.61M | 0.18% | 87 |
|
|
2015
Q3 | $1.01M | Buy |
+34,632
| New | +$1.08M | 0.08% | 117 |
|
Other funds holding VO
First Foundation Advisors's VO Position: Q3 2025 in Review
First Foundation Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q3 2025, closing a stake of 28,544 shares — an estimated $2M sold.
First Foundation Advisors first reported a position in VO in Q3 2015 and held it in 40 quarters. The position peaked at $3.99M in Q4 2020. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.
- First Foundation Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
- First Foundation Advisors sold 28,544 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $2M.
- First Foundation Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2015 and held it in 40 quarters.
- First Foundation Advisors's Vanguard Mid-Cap ETF position peaked at $3.99M in Q4 2020.
- 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.
Based on First Foundation Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.