FIRST FOUNDATION ADVISORS

Endowment

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1086763 Irvine, CA

Position in VIG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$608,113

+$63,797 QoQ

Shares Held

2,570

+1.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#430

of 591 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$608,113	2,570	+1.5%	Shares	Sole	2026-08-14
2026-03-31	$544,316	2,531	0.0%	Shares	Sole	2026-05-04
2025-12-31	$556,263	2,531	-3.4%	Shares	Sole	2026-02-04
2025-09-30	$565,154	2,619	0.0%	Shares	Sole	2025-11-17
2025-06-30	$536,030	2,619	-16.0%	Shares	Sole	2025-08-14
2025-03-31	$605,054	3,119	0.0%	Shares	Sole	2025-05-08
2024-12-31	$610,793	3,119	+61.5%	Shares	Sole	2025-02-13
2024-09-30	$382,453	1,931	+26.5%	Shares	Sole	2024-11-14
2024-06-30	$278,753	1,527	0.0%	Shares	Sole	2024-08-06
2024-03-31	$278,845	1,527	+0.3%	Shares	Sole	2024-05-10
2023-12-31	$259,519	1,523	+9.3%	Shares	Sole	2024-02-14
2023-09-30	$216,444	1,393	0.0%	Shares	Sole	2023-11-15
2023-06-30	$226,264	1,393	0.0%	Shares	Sole	2023-08-14
2023-03-31	$214,535	1,393	-20.0%	Shares	Sole	2023-05-12
2022-12-31	$264,522	1,742	0.0%	Shares	Sole	2023-02-14
2022-09-30	$235,448	1,742	-23.1%	Shares	Sole	2022-11-14
2022-06-30	$325,103	2,266	-11.6%	Shares	Sole	2022-08-12
2022-03-31	$415,616	2,563	+75.7%	Shares	Sole	2022-05-05
2021-12-31	$250,583	1,459	+6.6%	Shares	Sole	2022-02-14
2021-09-30	$210,278	1,369	-9.8%	Shares	Sole	2021-11-15
2021-06-30	$234,971	1,518	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.