GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$535K Sell
6,640
-20
-0.3% -$1.55K 0.01% 228
2026
Q1 		$478K Sell
6,660
-16
-0.2% -$1.19K 0.02% 223
2025
Q4 		$484K Sell
6,676
-88
-1% -$6.4K 0.02% 225
2025
Q3 		$497K Sell
6,764
-28
-0.4% -$2.01K 0.02% 213
2025
Q2 		$475K Buy
6,792
+2,388
+54% +$157K 0.02% 208
2025
Q1 		$285K Buy
4,404
+40
+0.9% +$2.68K 0.01% 252
2024
Q4 		$288K Sell
4,364
-112
-3% -$7.6K 0.01% 239
2024
Q3 		$295K Buy
4,476
+104
+2% +$6.53K 0.01% 237
2024
Q2 		$265K Buy
4,372
+32
+0.7% +$1.95K 0.01% 243
2024
Q1 		$271K Buy
4,340
+136
+3% +$8.04K 0.01% 233
2023
Q4 		$245K Buy
4,204
+216
+5% +$11.5K 0.01% 226
2023
Q3 		$208K Sell
3,988
-308
-7% -$16.9K 0.01% 239
2023
Q2 		$237K Sell
4,296
-224
-5% -$11.7K 0.02% 229
2023
Q1 		$238K Buy
4,520
+112
+3% +$5.96K 0.02% 219
2022
Q4 		$225K Buy
+4,408
New +$225K 0.02% 224
2022
Q2 		– Sell
-3,680
Closed -$218K – 275
2022
Q1 		$218K Sell
3,680
-3,072
-45% -$180K 0.02% 241
2021
Q4 		$430K Buy
6,752
+600
+10% +$37.6K 0.03% 169
2021
Q3 		$364K Sell
6,152
-1,336
-18% -$80.7K 0.05% 121
2021
Q2 		$444K Buy
7,488
+1,716
+30% +$99.5K 0.05% 156
2021
Q1 		$319K Buy
5,772
+304
+6% +$16.5K 0.04% 164
2020
Q4 		$282K Buy
+5,468
New +$265K 0.04% 143

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.3% in Q2 2026, selling an estimated $1.55K and leaving 6,640 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #228.

Gerber Kawasaki Wealth & Investment Management first reported a position in VO in Q4 2020 and has held it in 21 quarters since. 2,105 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 6,640 shares of Vanguard Morningstar Mid-Cap ETF worth $535K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 20 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.55K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #228 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • 2,105 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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