GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.5M Buy
15,266
+2,907
+24% +$1.94M 0.28% 60
2026
Q1 		$7.39M Buy
12,359
+492
+4% +$308K 0.24% 69
2025
Q4 		$7.44M Buy
11,867
+955
+9% +$593K 0.26% 66
2025
Q3 		$6.68M Buy
10,912
+1,486
+16% +$876K 0.23% 69
2025
Q2 		$5.35M Buy
9,426
+404
+4% +$212K 0.21% 72
2025
Q1 		$4.64M Buy
9,022
+1,744
+24% +$943K 0.21% 72
2024
Q4 		$3.92M Buy
7,278
+429
+6% +$232K 0.17% 78
2024
Q3 		$3.61M Buy
6,849
+942
+16% +$479K 0.17% 80
2024
Q2 		$2.95M Buy
5,907
+474
+9% +$228K 0.15% 85
2024
Q1 		$2.61M Buy
5,433
+700
+15% +$320K 0.14% 90
2023
Q4 		$2.07M Buy
4,733
+1,761
+59% +$721K 0.12% 95
2023
Q3 		$1.17M Buy
2,972
+606
+26% +$248K 0.08% 120
2023
Q2 		$964K Buy
2,366
+320
+16% +$123K 0.06% 132
2023
Q1 		$770K Sell
2,046
-299
-13% -$110K 0.06% 142
2022
Q4 		$824K Sell
2,345
-1,351
-37% -$477K 0.07% 135
2022
Q3 		$1.21M Buy
3,696
+753
+26% +$275K 0.11% 103
2022
Q2 		$1.02M Buy
2,943
+627
+27% +$236K 0.1% 113
2022
Q1 		$961K Buy
2,316
+593
+34% +$243K 0.08% 114
2021
Q4 		$752K Buy
1,723
+88
+5% +$37.1K 0.06% 131
2021
Q3 		$644K Sell
1,635
-204
-11% -$82.8K 0.08% 88
2021
Q2 		$723K Buy
1,839
+265
+17% +$102K 0.07% 121
2021
Q1 		$573K Sell
1,574
-430
-21% -$152K 0.07% 127
2020
Q4 		$688K Buy
+2,004
New +$653K 0.1% 95
2020
Q3 		– Sell
-835
Closed -$236K – 153
2020
Q2 		$236K Buy
+835
New +$225K 0.05% 118
2020
Q1 		– Sell
-729
Closed -$215K – 150
2019
Q4 		$215K Buy
+729
New +$206K 0.05% 116

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 24% in Q2 2026, buying an estimated $1.94M and bringing the position to 15,266 shares worth $10.5M. The position accounts for 0.28% of the portfolio, ranked #60.

Gerber Kawasaki Wealth & Investment Management first reported a position in VOO in Q4 2019 and has held it in 25 quarters since. 3,147 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 15,266 shares of Vanguard S&P 500 ETF worth $10.5M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 2,907 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.94M.
  • Vanguard S&P 500 ETF made up 0.28% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #60 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 25 quarters since.
  • 3,147 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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