FFA
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First Foundation Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

First Foundation Advisors’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,500
Closed -$376K – 426
2022
Q2 		$376K Buy
+7,500
New +$379K 0.02% 279

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

First Foundation Advisors's VTIP Position: Q3 2022 in Review

First Foundation Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2022, closing a stake of 7,500 shares — an estimated $376K sold.

First Foundation Advisors first reported a position in VTIP in Q2 2022 and held it in 1 quarter. The position peaked at $376K in Q2 2022. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

  • First Foundation Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2022 after selling out during the quarter.
  • First Foundation Advisors sold 7,500 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $376K.
  • First Foundation Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and held it in 1 quarter.
  • First Foundation Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $376K in Q2 2022.
  • 784 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on First Foundation Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.