Gerber Kawasaki Wealth & Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.5M	Buy	28,436 +3,514	+14%	+$1.26M	0.28%	59
2026 Q1	$8M	Buy	24,922 +367	+1%	+$123K	0.25%	63
2025 Q4	$8.23M	Buy	24,555 +632	+3%	+$210K	0.29%	60
2025 Q3	$7.85M	Buy	23,923 +503	+2%	+$159K	0.27%	63
2025 Q2	$7.12M	Buy	23,420 +144	+0.6%	+$40.5K	0.28%	66
2025 Q1	$6.4M	Buy	23,276 +68	+0.3%	+$19.8K	0.29%	65
2024 Q4	$6.73M	Buy	23,208 +322	+1%	+$94K	0.29%	64
2024 Q3	$6.48M	Buy	22,886 +2,058	+10%	+$561K	0.3%	63
2024 Q2	$5.57M	Sell	20,828 -224	-1%	-$58K	0.28%	67
2024 Q1	$5.47M	Buy	21,052 +157	+0.8%	+$38.8K	0.3%	65
2023 Q4	$4.96M	Sell	20,895 -136	-0.6%	-$30.1K	0.3%	63
2023 Q3	$4.47M	Buy	21,031 +29	+0.1%	+$6.42K	0.3%	63
2023 Q2	$4.63M	Buy	21,002 +4,178	+25%	+$871K	0.31%	62
2023 Q1	$3.43M	Sell	16,824 -3,248	-16%	-$650K	0.27%	72
2022 Q4	$3.84M	Buy	20,072 +1,531	+8%	+$295K	0.34%	63
2022 Q3	$3.33M	Buy	18,541 +1,702	+10%	+$339K	0.31%	62
2022 Q2	$3.18M	Buy	16,839 +5,607	+50%	+$1.15M	0.3%	70
2022 Q1	$2.56M	Buy	11,232 +137	+1%	+$30.8K	0.21%	72
2021 Q4	$2.68M	Buy	11,095 +361	+3%	+$85.2K	0.21%	78
2021 Q3	$2.38M	Sell	10,734 -2,644	-20%	-$603K	0.31%	50
2021 Q2	$2.98M	Buy	13,378 +8,371	+167%	+$1.82M	0.3%	56
2021 Q1	$1.03M	Buy	5,007 +1,214	+32%	+$246K	0.12%	94
2020 Q4	$738K	Buy	+3,793	New	+$693K	0.1%	90
2020 Q3	–	Sell	-3,298	Closed	-$516K	–	154
2020 Q2	$516K	Buy	3,298 +3	+0.1%	+$442	0.11%	84
2020 Q1	$424K	Buy	3,295 +1,843	+127%	+$285K	0.12%	88
2019 Q4	$237K	Sell	1,452 -40	-3%	-$6.27K	0.06%	110
2019 Q3	$225K	Buy	1,492 +30	+2%	+$4.52K	0.06%	113
2019 Q2	$219K	Buy	+1,462	New	+$215K	0.06%	109

Other funds holding VTI

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, buying an estimated $1.26M and bringing the position to 28,436 shares worth $10.5M. The position accounts for 0.28% of the portfolio, ranked #59.

Gerber Kawasaki Wealth & Investment Management first reported a position in VTI in Q2 2019 and has held it in 28 quarters since. 2,959 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 28,436 shares of Vanguard Morningstar Total Stock Market ETF worth $10.5M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 3,514 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.26M.
Vanguard Morningstar Total Stock Market ETF made up 0.28% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #59 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2019 and has held it in 28 quarters since.
2,959 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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