GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.01M Buy
23,391
+1,005
+4% +$84.6K 0.05% 124
2026
Q1 		$1.64M Sell
22,386
-348
-2% -$27.1K 0.05% 129
2025
Q4 		$1.85M Sell
22,734
-1,308
-5% -$106K 0.06% 118
2025
Q3 		$1.92M Buy
24,042
+168
+0.7% +$12.8K 0.07% 117
2025
Q2 		$1.74M Buy
23,874
+72
+0.3% +$4.74K 0.07% 118
2025
Q1 		$1.47M Buy
23,802
+1,602
+7% +$108K 0.07% 120
2024
Q4 		$1.52M Buy
22,200
+192
+0.9% +$12.9K 0.07% 121
2024
Q3 		$1.41M Buy
22,008
+474
+2% +$29.4K 0.06% 119
2024
Q2 		$1.34M Sell
21,534
-366
-2% -$21.3K 0.07% 117
2024
Q1 		$1.26M Buy
21,900
+2,076
+10% +$114K 0.07% 124
2023
Q4 		$1.03M Sell
19,824
-2,742
-12% -$132K 0.06% 131
2023
Q3 		$1.02M Buy
22,566
+1,962
+10% +$92.7K 0.07% 127
2023
Q2 		$972K Sell
20,604
-348
-2% -$15.1K 0.07% 130
2023
Q1 		$871K Sell
20,952
-2,940
-12% -$114K 0.07% 137
2022
Q4 		$849K Buy
23,892
+2,562
+12% +$94.2K 0.08% 133
2022
Q3 		$760K Buy
21,330
+2,406
+13% +$96.7K 0.07% 129
2022
Q2 		$703K Sell
18,924
-420
-2% -$17.3K 0.07% 134
2022
Q1 		$927K Buy
19,344
+1,002
+5% +$47.4K 0.08% 118
2021
Q4 		$980K Sell
18,342
-528
-3% -$27.5K 0.08% 112
2021
Q3 		$912K Buy
18,870
+156
+0.8% +$7.76K 0.12% 74
2021
Q2 		$894K Sell
18,714
-678
-3% -$30.8K 0.09% 108
2021
Q1 		$830K Buy
19,392
+2,940
+18% +$126K 0.1% 101
2020
Q4 		$694K Buy
+16,452
New +$657K 0.1% 94
2020
Q3 		– Sell
-18,186
Closed -$612K – 155
2020
Q2 		$612K Buy
18,186
+1,944
+12% +$59.8K 0.14% 76
2020
Q1 		$424K Sell
16,242
-270
-2% -$8.09K 0.12% 89
2019
Q4 		$501K Buy
16,512
+84
+0.5% +$2.43K 0.13% 78
2019
Q3 		$455K Buy
16,428
+186
+1% +$5.16K 0.13% 84
2019
Q2 		$442K Hold
16,242
– – 0.13% 76
2019
Q1 		$423K Sell
16,242
-288
-2% -$7.11K 0.13% 77
2018
Q4 		$370K Buy
16,530
+486
+3% +$11.8K 0.13% 73
2018
Q3 		$431K Buy
+16,044
New +$420K 0.12% 75
2018
Q2 		– Sell
-13,710
Closed -$324K – 124
2018
Q1 		$324K Sell
13,710
-390
-3% -$9.51K 0.1% 82
2017
Q4 		$330K Buy
14,100
+240
+2% +$5.51K 0.11% 82
2017
Q3 		$310K Buy
13,860
+150
+1% +$3.26K 0.11% 83
2017
Q2 		$291K Buy
13,710
+1,380
+11% +$28.9K 0.11% 95
2017
Q1 		$248K Buy
+12,330
New +$243K 0.11% 102

Other funds holding VUG

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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.5% in Q2 2026, buying an estimated $84.6K and bringing the position to 23,391 shares worth $2.01M. The position accounts for 0.05% of the portfolio, ranked #124.

Gerber Kawasaki Wealth & Investment Management first reported a position in VUG in Q1 2017 and has held it in 36 quarters since. 2,308 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 23,391 shares of Vanguard Morningstar Growth ETF worth $2.01M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 1,005 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $84.6K.
  • Vanguard Morningstar Growth ETF made up 0.05% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #124 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2017 and has held it in 36 quarters since.
  • 2,308 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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