First Foundation Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$717K	Buy	2,086 +6	+0.3%	+$2K	0.03%	209
2026 Q1	$622K	Buy	+2,080	New	+$651K	0.03%	214
2019 Q4	–	Sell	-1,555	Closed	-$212K	–	371
2019 Q3	$212K	Buy	+1,555	New	+$211K	0.01%	333

Other funds holding VV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

First Foundation Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.29% in Q2 2026, buying an estimated $2K and bringing the position to 2,086 shares worth $717K. The position accounts for 0.03% of the portfolio, ranked #209.

First Foundation Advisors first reported a position in VV in Q3 2019 and has held it in 3 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

First Foundation Advisors held 2,086 shares of Vanguard Morningstar Large-Cap ETF worth $717K as of Q2 2026.
First Foundation Advisors bought 6 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2K.
Vanguard Morningstar Large-Cap ETF made up 0.03% of First Foundation Advisors's portfolio in Q2 2026, its #209 holding.
First Foundation Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2019 and has held it in 3 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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