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

Gerber Kawasaki Wealth & Investment Management’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$390K	Sell	1,604 -17	-1%	-$3.95K	0.01%	265
2026 Q1	$352K	Hold	1,621	–	–	0.01%	261
2025 Q4	$343K	Sell	1,621 -266	-14%	-$55.7K	0.01%	265
2025 Q3	$394K	Buy	1,887 +314	+20%	+$64.2K	0.01%	243
2025 Q2	$307K	Sell	1,573 -45	-3%	-$8.33K	0.01%	255
2025 Q1	$301K	Sell	1,618 -71	-4%	-$14K	0.01%	242
2024 Q4	$335K	Buy	1,689 +81	+5%	+$16.6K	0.01%	222
2024 Q3	$323K	Buy	+1,608	New	+$309K	0.01%	223
2021 Q4	–	Sell	-80	Closed	-$13K	–	1071
2021 Q3	$13K	Buy	+80	New	+$13.7K	﹤0.01%	592

Other funds holding VBR

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1% in Q2 2026, selling an estimated $3.95K and leaving 1,604 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #265.

Gerber Kawasaki Wealth & Investment Management first reported a position in VBR in Q3 2021 and has held it in 9 quarters since. The position peaked at $394K in Q3 2025. 1,415 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 1,604 shares of Vanguard Morningstar Small-Cap Value ETF worth $390K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 17 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $3.95K.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #265 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2021 and has held it in 9 quarters since.
Gerber Kawasaki Wealth & Investment Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $394K in Q3 2025.
1,415 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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