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Gerber Kawasaki Wealth & Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$720K Buy
2,376
+58
+3% +$16.6K 0.02% 202
2026
Q1 		$607K Sell
2,318
-57
-2% -$15.4K 0.02% 203
2025
Q4 		$613K Buy
2,375
+442
+23% +$113K 0.02% 197
2025
Q3 		$492K Buy
1,933
+62
+3% +$15.4K 0.02% 216
2025
Q2 		$444K Buy
1,871
+288
+18% +$64.3K 0.02% 217
2025
Q1 		$351K Buy
1,583
+142
+10% +$33.9K 0.02% 223
2024
Q4 		$346K Sell
1,441
-130
-8% -$32K 0.02% 218
2024
Q3 		$373K Buy
1,571
+137
+10% +$31.1K 0.02% 210
2024
Q2 		$313K Sell
1,434
-25
-2% -$5.49K 0.02% 221
2024
Q1 		$334K Sell
1,459
-191
-12% -$41.1K 0.02% 211
2023
Q4 		$352K Sell
1,650
-16
-1% -$3.08K 0.02% 190
2023
Q3 		$315K Sell
1,666
-98
-6% -$19.5K 0.02% 194
2023
Q2 		$351K Buy
1,764
+115
+7% +$21.7K 0.02% 184
2023
Q1 		$313K Sell
1,649
-109
-6% -$21.1K 0.02% 194
2022
Q4 		$323K Buy
1,758
+452
+35% +$83.8K 0.03% 192
2022
Q3 		$223K Buy
+1,306
New +$247K 0.02% 209
2022
Q2 		– Sell
-1,069
Closed -$227K – 272
2022
Q1 		$227K Buy
1,069
+86
+9% +$18.1K 0.02% 236
2021
Q4 		$222K Buy
983
+79
+9% +$18K 0.02% 248
2021
Q3 		$197K Sell
904
-528
-37% -$117K 0.03% 178
2021
Q2 		$322K Buy
+1,432
New +$317K 0.03% 183

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's VB Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.5% in Q2 2026, buying an estimated $16.6K and bringing the position to 2,376 shares worth $720K. The position accounts for 0.02% of the portfolio, ranked #202.

Gerber Kawasaki Wealth & Investment Management first reported a position in VB in Q2 2021 and has held it in 20 quarters since. 2,095 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 2,376 shares of Vanguard Morningstar Small-Cap ETF worth $720K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 58 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $16.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #202 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 2,095 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.