First Foundation Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,400	Closed	-$225K	–	352
2025 Q1	$225K	Hold	1,400	–	–	0.01%	305
2024 Q4	$226K	Hold	1,400	–	–	0.01%	313
2024 Q3	$235K	Hold	1,400	–	–	0.01%	316
2024 Q2	$211K	Hold	1,400	–	–	0.01%	320
2024 Q1	$218K	Sell	1,400 -93	-6%	-$13.7K	0.01%	322
2023 Q4	$217K	Buy	+1,493	New	+$201K	0.01%	324
2023 Q3	–	Sell	-1,793	Closed	-$248K	–	445
2023 Q2	$248K	Buy	+1,793	New	+$239K	0.01%	350

Other funds holding VOE

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

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

First Foundation Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 1,400 shares — an estimated $225K sold.

First Foundation Advisors first reported a position in VOE in Q2 2023 and held it in 7 quarters. The position peaked at $248K in Q2 2023. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

First Foundation Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
First Foundation Advisors sold 1,400 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $225K.
First Foundation Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q2 2023 and held it in 7 quarters.
First Foundation Advisors's Vanguard Mid-Cap Value ETF position peaked at $248K in Q2 2023.
1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

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