First Foundation Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,128	Closed	-$342K	–	442
2023 Q1	$342K	Sell	3,128 -1	-0%	-$109	0.02%	280
2022 Q4	$322K	Buy	3,129 +1	+0%	+$101	0.02%	297
2022 Q3	$290K	Hold	3,128	–	–	0.01%	297
2022 Q2	$323K	Buy	+3,128	New	+$355K	0.01%	297

Other funds holding VSS

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

First Foundation Advisors's VSS Position: Q2 2023 in Review

First Foundation Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2023, closing a stake of 3,128 shares — an estimated $342K sold.

First Foundation Advisors first reported a position in VSS in Q2 2022 and held it in 4 quarters. The position peaked at $342K in Q1 2023. 542 funds tracked by Wall St. Rank hold VSS as of Q2 2023.

First Foundation Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2023 after selling out during the quarter.
First Foundation Advisors sold 3,128 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2023, an estimated $342K.
First Foundation Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2022 and held it in 4 quarters.
First Foundation Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $342K in Q1 2023.
542 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2023.

Based on First Foundation Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.