FFA
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First Foundation Advisors’s Vanguard Value ETF VTV Stock Holding History

First Foundation Advisors’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,539
Closed -$265K – 426
2020
Q3 		$265K Sell
2,539
-219
-8% -$22.9K 0.01% 314
2020
Q2 		$275K Buy
+2,758
New +$271K 0.01% 288

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Foundation Advisors's VTV Position: Q4 2020 in Review

First Foundation Advisors sold out of Vanguard Value ETF (VTV) in Q4 2020, closing a stake of 2,539 shares — an estimated $265K sold.

First Foundation Advisors first reported a position in VTV in Q2 2020 and held it in 2 quarters. The position peaked at $275K in Q2 2020. 1,223 funds tracked by Wall St. Rank hold VTV as of Q4 2020.

  • First Foundation Advisors reported no remaining Vanguard Value ETF position as of Q4 2020 after selling out during the quarter.
  • First Foundation Advisors sold 2,539 Vanguard Value ETF shares in Q4 2020, an estimated $265K.
  • First Foundation Advisors first reported a position in Vanguard Value ETF in Q2 2020 and held it in 2 quarters.
  • First Foundation Advisors's Vanguard Value ETF position peaked at $275K in Q2 2020.
  • 1,223 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2020.

Based on First Foundation Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.