GKWIM
VIG icon

Gerber Kawasaki Wealth & Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.5M Sell
10,560
-136
-1% -$31.2K 0.07% 114
2026
Q1 		$2.3M Buy
10,696
+378
+4% +$84.3K 0.07% 115
2025
Q4 		$2.27M Buy
10,318
+91
+0.9% +$19.9K 0.08% 111
2025
Q3 		$2.21M Sell
10,227
-46
-0.4% -$9.66K 0.08% 109
2025
Q2 		$2.1M Sell
10,273
-378
-4% -$73.3K 0.08% 110
2025
Q1 		$2.07M Buy
10,651
+311
+3% +$61.8K 0.09% 107
2024
Q4 		$2.02M Buy
10,340
+2,926
+39% +$584K 0.09% 104
2024
Q3 		$1.47M Sell
7,414
-38
-0.5% -$7.24K 0.07% 117
2024
Q2 		$1.36M Sell
7,452
-342
-4% -$61.6K 0.07% 116
2024
Q1 		$1.42M Buy
7,794
+225
+3% +$39.5K 0.08% 119
2023
Q4 		$1.29M Sell
7,569
-939
-11% -$151K 0.08% 122
2023
Q3 		$1.32M Sell
8,508
-717
-8% -$116K 0.09% 112
2023
Q2 		$1.5M Buy
9,225
+1,366
+17% +$214K 0.1% 102
2023
Q1 		$1.21M Sell
7,859
-288
-4% -$44.1K 0.1% 118
2022
Q4 		$1.24M Buy
8,147
+65
+0.8% +$9.69K 0.11% 110
2022
Q3 		$1.09M Buy
8,082
+971
+14% +$144K 0.1% 109
2022
Q2 		$1.02M Buy
7,111
+526
+8% +$80.1K 0.1% 114
2022
Q1 		$1.07M Buy
6,585
+707
+12% +$114K 0.09% 108
2021
Q4 		$1.01M Sell
5,878
-387
-6% -$63.8K 0.08% 107
2021
Q3 		$962K Buy
6,265
+88
+1% +$14K 0.12% 71
2021
Q2 		$956K Buy
6,177
+516
+9% +$79.2K 0.1% 106
2021
Q1 		$832K Buy
5,661
+731
+15% +$104K 0.1% 100
2020
Q4 		$696K Buy
+4,930
New +$668K 0.1% 93
2020
Q3 		– Sell
-4,609
Closed -$540K – 152
2020
Q2 		$540K Sell
4,609
-1,539
-25% -$175K 0.12% 81
2020
Q1 		$635K Buy
6,148
+993
+19% +$118K 0.18% 74
2019
Q4 		$642K Buy
5,155
+104
+2% +$12.6K 0.16% 74
2019
Q3 		$604K Buy
5,051
+1,675
+50% +$198K 0.17% 68
2019
Q2 		$388K Buy
3,376
+879
+35% +$98.6K 0.11% 82
2019
Q1 		$273K Sell
2,497
-42
-2% -$4.43K 0.08% 97
2018
Q4 		$248K Buy
2,539
+33
+1% +$3.44K 0.09% 91
2018
Q3 		$278K Buy
+2,506
New +$269K 0.08% 100

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q2 2026, selling an estimated $31.2K and leaving 10,560 shares worth $2.5M. The position accounts for 0.07% of the portfolio, ranked #114.

Gerber Kawasaki Wealth & Investment Management first reported a position in VIG in Q3 2018 and has held it in 31 quarters since. 2,101 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 10,560 shares of Vanguard Dividend Appreciation ETF worth $2.5M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 136 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $31.2K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #114 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 31 quarters since.
  • 2,101 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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