First Foundation Advisors
VUG icon

First Foundation Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

First Foundation Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$566K Hold
6,282
– – 0.02% 228
2026
Q2 		$541K Hold
6,282
– – 0.02% 235
2026
Q1 		$457K Hold
6,282
– – 0.02% 250
2025
Q4 		$511K Hold
6,282
– – 0.02% 231
2025
Q3 		$502K Sell
6,282
-540
-8% -$41.3K 0.02% 231
2025
Q2 		$498K Sell
6,822
-3,336
-33% -$220K 0.02% 239
2025
Q1 		$628K Buy
10,158
+48
+0.5% +$3.24K 0.03% 205
2024
Q4 		$692K Sell
10,110
-84
-0.8% -$5.64K 0.03% 200
2024
Q3 		$652K Sell
10,194
-2,250
-18% -$139K 0.02% 209
2024
Q2 		$776K Hold
12,444
– – 0.03% 182
2024
Q1 		$714K Sell
12,444
-4,326
-26% -$238K 0.03% 195
2023
Q4 		$869K Sell
16,770
-138
-0.8% -$6.66K 0.04% 180
2023
Q3 		$767K Sell
16,908
-2,826
-14% -$133K 0.04% 202
2023
Q2 		$931K Buy
19,734
+6,996
+55% +$303K 0.04% 184
2023
Q1 		$530K Sell
12,738
-1,980
-13% -$77K 0.02% 226
2022
Q4 		$523K Sell
14,718
-594
-4% -$21.9K 0.03% 238
2022
Q3 		$546K Sell
15,312
-306
-2% -$12.3K 0.03% 227
2022
Q2 		$580K Sell
15,618
-6
-0% -$246 0.03% 230
2022
Q1 		$749K Sell
15,624
-1,320
-8% -$62.4K 0.03% 213
2021
Q4 		$906K Sell
16,944
-6
-0% -$313 0.03% 207
2021
Q3 		$820K Sell
16,950
-384
-2% -$19.1K 0.03% 217
2021
Q2 		$829K Hold
17,334
– – 0.03% 228
2021
Q1 		$743K Sell
17,334
-396
-2% -$16.9K 0.03% 230
2020
Q4 		$749K Buy
17,730
+300
+2% +$12K 0.03% 223
2020
Q3 		$661K Sell
17,430
-1,140
-6% -$42.1K 0.03% 212
2020
Q2 		$625K Buy
18,570
+8,916
+92% +$274K 0.03% 207
2020
Q1 		$252K Sell
9,654
-2,532
-21% -$75.8K 0.02% 294
2019
Q4 		$370K Buy
12,186
+2,520
+26% +$72.8K 0.02% 273
2019
Q3 		$268K Buy
+9,666
New +$268K 0.01% 304

Other funds holding VUG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

First Foundation Advisors's VUG Position: Q3 2026 in Review

First Foundation Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 6,282 shares worth $566K. The position accounts for 0.02% of the portfolio, ranked #228.

First Foundation Advisors first reported a position in VUG in Q3 2019 and has held it in 29 quarters since. The position peaked at $931K in Q2 2023. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • First Foundation Advisors held 6,282 shares of Vanguard Morningstar Growth ETF worth $566K as of Q3 2026.
  • First Foundation Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.02% of First Foundation Advisors's portfolio in Q3 2026, its #228 holding.
  • First Foundation Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2019 and has held it in 29 quarters since.
  • First Foundation Advisors's Vanguard Morningstar Growth ETF position peaked at $931K in Q2 2023.
  • 2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on First Foundation Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.