First Foundation Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$557K	Hold	3,551	–	–	0.02%	231
2026 Q1	$491K	Hold	3,551	–	–	0.02%	239
2025 Q4	$501K	Hold	3,551	–	–	0.02%	233
2025 Q3	$489K	Hold	3,551	–	–	0.02%	234
2025 Q2	$456K	Hold	3,551	–	–	0.02%	244
2025 Q1	$412K	Hold	3,551	–	–	0.02%	242
2024 Q4	$417K	Hold	3,551	–	–	0.02%	243
2024 Q3	$425K	Sell	3,551 -1,562	-31%	-$180K	0.02%	246
2024 Q2	$576K	Buy	5,113 +8	+0.2%	+$882	0.02%	212
2024 Q1	$564K	Buy	5,105 +6	+0.1%	+$634	0.02%	212
2023 Q4	$525K	Sell	5,099 -3,049	-37%	-$293K	0.02%	223
2023 Q3	$759K	Buy	8,148 +4	+0%	+$388	0.04%	204
2023 Q2	$790K	Sell	8,144 -493	-6%	-$46.2K	0.03%	197
2023 Q1	$795K	Buy	8,637 +1,033	+14%	+$93.6K	0.04%	185
2022 Q4	$655K	Hold	7,604	–	–	0.03%	218
2022 Q3	$600K	Hold	7,604	–	–	0.03%	217
2022 Q2	$649K	Buy	+7,604	New	+$703K	0.03%	216

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

First Foundation Advisors's VT Position: Q2 2026 in Review

First Foundation Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 3,551 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #231.

First Foundation Advisors first reported a position in VT in Q2 2022 and has held it in 17 quarters since. The position peaked at $795K in Q1 2023. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

First Foundation Advisors held 3,551 shares of Vanguard Total World Stock ETF worth $557K as of Q2 2026.
First Foundation Advisors left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.02% of First Foundation Advisors's portfolio in Q2 2026, its #231 holding.
First Foundation Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2022 and has held it in 17 quarters since.
First Foundation Advisors's Vanguard Total World Stock ETF position peaked at $795K in Q1 2023.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.