GKWIM
VDC icon

Gerber Kawasaki Wealth & Investment Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48M Sell
6,553
-221
-3% -$50.4K 0.04% 146
2026
Q1 		$1.52M Buy
6,774
+340
+5% +$77.9K 0.05% 135
2025
Q4 		$1.36M Sell
6,434
-6
-0.1% -$1.28K 0.05% 143
2025
Q3 		$1.38M Buy
6,440
+7
+0.1% +$1.53K 0.05% 137
2025
Q2 		$1.41M Buy
6,433
+35
+0.5% +$7.67K 0.05% 128
2025
Q1 		$1.4M Sell
6,398
-103
-2% -$22.3K 0.06% 124
2024
Q4 		$1.37M Buy
6,501
+18
+0.3% +$3.9K 0.06% 124
2024
Q3 		$1.42M Sell
6,483
-117
-2% -$24.8K 0.07% 118
2024
Q2 		$1.34M Sell
6,600
-10
-0.2% -$2.03K 0.07% 118
2024
Q1 		$1.35M Sell
6,610
-336
-5% -$66K 0.07% 120
2023
Q4 		$1.33M Sell
6,946
-3,767
-35% -$691K 0.08% 120
2023
Q3 		$1.96M Buy
10,713
+35
+0.3% +$6.75K 0.13% 93
2023
Q2 		$2.08M Sell
10,678
-135
-1% -$26.4K 0.14% 89
2023
Q1 		$2.09M Sell
10,813
-1,690
-14% -$320K 0.17% 88
2022
Q4 		$2.4M Sell
12,503
-60
-0.5% -$11.3K 0.21% 83
2022
Q3 		$2.16M Sell
12,563
-2,023
-14% -$382K 0.2% 81
2022
Q2 		$2.41M Buy
14,586
+8,395
+136% +$1.62M 0.23% 75
2022
Q1 		$1.21M Buy
6,191
+967
+19% +$188K 0.1% 101
2021
Q4 		$1.04M Sell
5,224
-20
-0.4% -$3.77K 0.08% 104
2021
Q3 		$939K Sell
5,244
-230
-4% -$42.6K 0.12% 72
2021
Q2 		$999K Buy
5,474
+152
+3% +$27.8K 0.1% 103
2021
Q1 		$948K Sell
5,322
-403
-7% -$69.2K 0.11% 97
2020
Q4 		$995K Sell
5,725
-167
-3% -$28.3K 0.14% 77
2020
Q3 		$962K Buy
5,892
+37
+0.6% +$5.96K 0.21% 59
2020
Q2 		$875K Sell
5,855
-50
-0.8% -$7.41K 0.19% 70
2020
Q1 		$813K Sell
5,905
-595
-9% -$91.7K 0.23% 66
2019
Q4 		$1.05M Buy
6,500
+1
+0% +$157 0.26% 60
2019
Q3 		$1.02M Buy
6,499
+38
+0.6% +$5.84K 0.29% 59
2019
Q2 		$961K Sell
6,461
-915
-12% -$135K 0.28% 57
2019
Q1 		$1.07M Sell
7,376
-739
-9% -$103K 0.32% 51
2018
Q4 		$1.06M Sell
8,115
-280
-3% -$39.2K 0.37% 46
2018
Q3 		$1.17M Buy
+8,395
New +$1.17M 0.32% 47
2018
Q2 		– Sell
-10,137
Closed -$1.38M – 121
2018
Q1 		$1.38M Sell
10,137
-1,427
-12% -$202K 0.44% 46
2017
Q4 		$1.69M Hold
11,564
– – 0.58% 42
2017
Q3 		$1.59M Sell
11,564
-70
-0.6% -$9.86K 0.58% 45
2017
Q2 		$1.61M Buy
11,634
+132
+1% +$18.9K 0.61% 39
2017
Q1 		$1.61M Sell
11,502
-2,710
-19% -$376K 0.69% 35
2016
Q4 		$1.9M Sell
14,212
-5,210
-27% -$696K 1% 32
2016
Q3 		$2.66M Buy
19,422
+5,247
+37% +$735K 1.54% 21
2016
Q2 		$2M Buy
+14,175
New +$1.93M 1.26% 21

Other funds holding VDC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 3.3% in Q2 2026, selling an estimated $50.4K and leaving 6,553 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #146.

Gerber Kawasaki Wealth & Investment Management first reported a position in VDC in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.66M in Q3 2016. 413 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 6,553 shares of Vanguard Consumer Staples ETF worth $1.48M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 221 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $50.4K.
  • Vanguard Consumer Staples ETF made up 0.04% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #146 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Consumer Staples ETF in Q2 2016 and has held it in 40 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Vanguard Consumer Staples ETF position peaked at $2.66M in Q3 2016.
  • 413 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

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