GKWIM
VBK icon

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

Gerber Kawasaki Wealth & Investment Management’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-642
Closed -$179K – 1070
2021
Q3 		$179K Sell
642
-200
-24% -$57.3K 0.02% 190
2021
Q2 		$244K Sell
842
-450
-35% -$126K 0.02% 215
2021
Q1 		$354K Buy
+1,292
New +$364K 0.04% 155

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's VBK Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2021, closing a stake of 642 shares — an estimated $179K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in VBK in Q1 2021 and held it in 3 quarters. The position peaked at $354K in Q1 2021. 897 funds tracked by Wall St. Rank hold VBK as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 642 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2021, an estimated $179K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2021 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $354K in Q1 2021.
  • 897 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.