First Foundation Advisors’s Vanguard Morningstar 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
2026 Q2	$229K	Buy	+1,049	New	+$219K	0.01%	329
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

First Foundation Advisors opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 1,049 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #329 among its holdings. This is a return to the name: First Foundation Advisors previously reported a position in VTV as recently as Q3 2020.

First Foundation Advisors first reported a position in VTV in Q2 2020 and has held it in 3 quarters since. The position peaked at $275K in Q2 2020. 2,802 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

First Foundation Advisors held 1,049 shares of Vanguard Morningstar Value ETF worth $229K as of Q2 2026.
Vanguard Morningstar Value ETF was a new First Foundation Advisors position in Q2 2026.
Vanguard Morningstar Value ETF made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #329 holding.
First Foundation Advisors first reported a position in Vanguard Morningstar Value ETF in Q2 2020 and has held it in 3 quarters since.
First Foundation Advisors's Vanguard Morningstar Value ETF position peaked at $275K in Q2 2020.
2,802 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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