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Vanguard Mid-Cap Value ETF shares owned by First Foundation Advisors

Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by First Foundation Advisors from 13F filings

Historical chart of First Foundation Advisors investment in Vanguard Mid-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap Value ETF held by First Foundation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $217k 1.5k 145.01
2023-06-30 $248k 1.8k 138.38

More positions owned by First Foundation Advisors

Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
United Parcel Service CL B (UPS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Philip Morris International (PM)

View all positions for First Foundation Advisors

Top funds holding Vanguard Mid-Cap Value ETF

Betterment
Bank of America Corporation
Assetmark
Royal Bank of Canada
Tiaa Trust, National Association
Wells Fargo & Company
Pnc Financial Services
UBS Group
Stephens Group Asset Management
Wellspring Financial Advisors
Warren Averett Asset Management
Advisor Group Holdings
EP Wealth Advisors
Rockefeller Capital Management
Orgel Wealth Management

View all funds holding Vanguard Mid-Cap Value ETF