Vanguard Personalized Indexing Management
FFWM

Vanguard Personalized Indexing Management’s First Foundation Inc FFWM Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio FFWM Stock Details FFWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-42,678
Closed -$252K – 2286
2026
Q1 		$252K Buy
42,678
+2,255
+6% +$13.7K ﹤0.01% 1699
2025
Q4 		$249K Buy
40,423
+21,668
+116% +$121K ﹤0.01% 1615
2025
Q3 		$104K Buy
18,755
+2,060
+12% +$11.4K ﹤0.01% 1816
2025
Q2 		$85.1K Sell
16,695
-14,422
-46% -$73.8K ﹤0.01% 1762
2025
Q1 		$161K Buy
31,117
+4,659
+18% +$25K ﹤0.01% 1550
2024
Q4 		$164K Sell
26,458
-1,264
-5% -$9.12K ﹤0.01% 1553
2024
Q3 		$173K Buy
27,722
+1,297
+5% +$8.3K ﹤0.01% 1555
2024
Q2 		$173K Buy
26,425
+5,790
+28% +$35.5K ﹤0.01% 1477
2024
Q1 		$156K Buy
20,635
+1,261
+7% +$10.8K ﹤0.01% 1481
2023
Q4 		$188K Sell
19,374
-2,336
-11% -$14.9K ﹤0.01% 1420
2023
Q3 		$132K Buy
21,710
+9,463
+77% +$62.4K ﹤0.01% 1355
2023
Q2 		$48.6K Buy
+12,247
New +$63.1K ﹤0.01% 1428

Vanguard Personalized Indexing Management's FFWM Position: Q2 2026 in Review

Vanguard Personalized Indexing Management sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 42,678 shares — an estimated $252K sold.

Vanguard Personalized Indexing Management first reported a position in FFWM in Q2 2023 and held it in 12 quarters. The position peaked at $252K in Q1 2026. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

  • Vanguard Personalized Indexing Management reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 42,678 First Foundation Inc shares in Q2 2026, an estimated $252K.
  • Vanguard Personalized Indexing Management first reported a position in First Foundation Inc in Q2 2023 and held it in 12 quarters.
  • Vanguard Personalized Indexing Management's First Foundation Inc position peaked at $252K in Q1 2026.
  • 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.