First Foundation Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.51M	Sell	4,074 -904	-18%	-$323K	0.05%	157
2026 Q1	$1.6M	Hold	4,978	–	–	0.06%	150
2025 Q4	$1.67M	Sell	4,978 -346	-6%	-$115K	0.06%	143
2025 Q3	$1.75M	Hold	5,324	–	–	0.06%	143
2025 Q2	$1.62M	Hold	5,324	–	–	0.06%	152
2025 Q1	$1.46M	Sell	5,324 -75	-1%	-$21.8K	0.06%	145
2024 Q4	$1.56M	Sell	5,399 -880	-14%	-$257K	0.06%	143
2024 Q3	$1.78M	Sell	6,279 -3,955	-39%	-$1.08M	0.07%	131
2024 Q2	$2.74M	Sell	10,234 -424	-4%	-$110K	0.1%	104
2024 Q1	$2.77M	Sell	10,658 -50	-0.5%	-$12.4K	0.11%	101
2023 Q4	$2.54M	Buy	10,708 +465	+5%	+$103K	0.12%	105
2023 Q3	$2.18M	Sell	10,243 -1,404	-12%	-$311K	0.1%	121
2023 Q2	$2.57M	Buy	11,647 +806	+7%	+$168K	0.11%	118
2023 Q1	$2.21M	Buy	10,841 +1,857	+21%	+$372K	0.1%	123
2022 Q4	$1.72M	Buy	8,984 +2	+0%	+$385	0.08%	139
2022 Q3	$1.61M	Buy	8,982 +66	+0.7%	+$13.2K	0.08%	134
2022 Q2	$1.68M	Buy	8,916 +2	+0%	+$411	0.07%	134
2022 Q1	$2.03M	Buy	8,914 +489	+6%	+$110K	0.07%	132
2021 Q4	$2.03M	Buy	8,425 +1,737	+26%	+$410K	0.07%	133
2021 Q3	$1.49M	Sell	6,688 -151	-2%	-$34.4K	0.06%	160
2021 Q2	$1.52M	Buy	6,839 +3,496	+105%	+$759K	0.06%	168
2021 Q1	$691K	Buy	3,343 +1,585	+90%	+$321K	0.03%	238
2020 Q4	$342K	Sell	1,758 -1,837	-51%	-$336K	0.02%	317
2020 Q3	$612K	Sell	3,595 -833	-19%	-$140K	0.03%	220
2020 Q2	$693K	Buy	4,428 +295	+7%	+$43.5K	0.04%	202
2020 Q1	$533K	Buy	4,133 +2,500	+153%	+$387K	0.03%	216
2019 Q4	$267K	Sell	1,633 -126	-7%	-$19.7K	0.01%	305
2019 Q3	$266K	Buy	1,759 +129	+8%	+$19.4K	0.01%	305
2019 Q2	$245K	Buy	+1,630	New	+$240K	0.01%	303
2018 Q1	–	Sell	-3,398	Closed	-$466K	–	354
2017 Q4	$466K	Buy	3,398 +102	+3%	+$13.7K	0.03%	232
2017 Q3	$427K	Buy	3,296 +169	+5%	+$21.4K	0.02%	216
2017 Q2	$389K	Buy	+3,127	New	+$385K	0.02%	226

Other funds holding VTI

RIM

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

First Foundation Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 18% in Q2 2026, selling an estimated $323K and leaving 4,074 shares worth $1.51M. The position accounts for 0.05% of the portfolio, ranked #157.

First Foundation Advisors first reported a position in VTI in Q2 2017 and has held it in 32 quarters since. The position peaked at $2.77M in Q1 2024. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

First Foundation Advisors held 4,074 shares of Vanguard Morningstar Total Stock Market ETF worth $1.51M as of Q2 2026.
First Foundation Advisors sold 904 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $323K.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of First Foundation Advisors's portfolio in Q2 2026, its #157 holding.
First Foundation Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2017 and has held it in 32 quarters since.
First Foundation Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $2.77M in Q1 2024.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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