GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.89M Buy
8,680
+269
+3% +$56.2K 0.05% 128
2026
Q1 		$1.65M Sell
8,411
-59
-0.7% -$11.8K 0.05% 128
2025
Q4 		$1.62M Sell
8,470
-1
-0% -$188 0.06% 128
2025
Q3 		$1.58M Sell
8,471
-297
-3% -$53.8K 0.05% 125
2025
Q2 		$1.55M Buy
8,768
+449
+5% +$75.8K 0.06% 125
2025
Q1 		$1.44M Buy
8,319
+266
+3% +$46.4K 0.06% 122
2024
Q4 		$1.36M Buy
8,053
+296
+4% +$51.9K 0.06% 125
2024
Q3 		$1.35M Buy
7,757
+3,016
+64% +$505K 0.06% 121
2024
Q2 		$761K Buy
4,741
+599
+14% +$95.7K 0.04% 146
2024
Q1 		$675K Buy
4,142
+282
+7% +$43.5K 0.04% 151
2023
Q4 		$577K Sell
3,860
-120
-3% -$16.9K 0.03% 152
2023
Q3 		$549K Buy
3,980
+101
+3% +$14.5K 0.04% 152
2023
Q2 		$551K Buy
3,879
+1,025
+36% +$142K 0.04% 160
2023
Q1 		$394K Sell
2,854
-1,237
-30% -$174K 0.03% 179
2022
Q4 		$574K Sell
4,091
-461
-10% -$63.5K 0.05% 157
2022
Q3 		$562K Sell
4,552
-3,810
-46% -$515K 0.05% 150
2022
Q2 		$1.1M Buy
8,362
+452
+6% +$63.8K 0.1% 109
2022
Q1 		$1.17M Buy
7,910
+5,849
+284% +$853K 0.1% 102
2021
Q4 		$303K Buy
2,061
+101
+5% +$14.4K 0.02% 208
2021
Q3 		$265K Buy
1,960
+3
+0.2% +$418 0.03% 155
2021
Q2 		$269K Buy
1,957
+226
+13% +$31.1K 0.03% 205
2021
Q1 		$227K Sell
1,731
-270
-13% -$33.9K 0.03% 196
2020
Q4 		$238K Buy
+2,001
New +$225K 0.03% 156
2020
Q1 		– Sell
-3,585
Closed -$429K – 151
2019
Q4 		$429K Sell
3,585
-55
-2% -$6.35K 0.11% 84
2019
Q3 		$406K Buy
3,640
+135
+4% +$14.9K 0.12% 86
2019
Q2 		$388K Hold
3,505
– – 0.11% 83
2019
Q1 		$377K Hold
3,505
– – 0.11% 82
2018
Q4 		$343K Buy
3,505
+157
+5% +$16.5K 0.12% 74
2018
Q3 		$372K Buy
+3,348
New +$366K 0.1% 81
2018
Q2 		– Sell
-2,784
Closed -$287K – 123
2018
Q1 		$287K Sell
2,784
-110
-4% -$11.8K 0.09% 86
2017
Q4 		$307K Buy
2,894
+46
+2% +$4.75K 0.11% 86
2017
Q3 		$287K Buy
2,848
+73
+3% +$7.14K 0.1% 88
2017
Q2 		$268K Buy
2,775
+435
+19% +$41.6K 0.1% 102
2017
Q1 		$222K Buy
+2,340
New +$223K 0.1% 108

Other funds holding VTV

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management increased its Vanguard Morningstar Value ETF (VTV) stake by 3.2% in Q2 2026, buying an estimated $56.2K and bringing the position to 8,680 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #128.

Gerber Kawasaki Wealth & Investment Management first reported a position in VTV in Q1 2017 and has held it in 34 quarters since. 2,278 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 8,680 shares of Vanguard Morningstar Value ETF worth $1.89M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 269 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $56.2K.
  • Vanguard Morningstar Value ETF made up 0.05% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #128 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Morningstar Value ETF in Q1 2017 and has held it in 34 quarters since.
  • 2,278 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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