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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$245K	Buy	+1,237	New	+$239K	0.01%	325
2021 Q4	–	Sell	-433	Closed	-$60K	–	1088
2021 Q3	$60K	Buy	+433	New	+$61.5K	0.01%	296

Other funds holding VOE

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

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 1,237 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #325 among its holdings. This is a return to the name: Gerber Kawasaki Wealth & Investment Management previously reported a position in VOE as recently as Q3 2021.

Gerber Kawasaki Wealth & Investment Management first reported a position in VOE in Q3 2021 and has held it in 2 quarters since. 850 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 1,237 shares of Vanguard Morningstar Mid-Cap Value ETF worth $245K as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Gerber Kawasaki Wealth & Investment Management position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #325 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2021 and has held it in 2 quarters since.
850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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