Gerber Kawasaki Wealth & Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$417K	Sell	1,211 -95	-7%	-$31.7K	0.01%	260
2026 Q1	$390K	Sell	1,306 -93	-7%	-$29.1K	0.01%	251
2025 Q4	$440K	Buy	1,399 +1	+0.1%	+$312	0.02%	237
2025 Q3	$430K	Sell	1,398 -264	-16%	-$78.2K	0.01%	231
2025 Q2	$474K	Buy	+1,662	New	+$438K	0.02%	209
2021 Q4	–	Sell	-150	Closed	-$30K	–	1104
2021 Q3	$30K	Buy	+150	New	+$31K	﹤0.01%	404

Other funds holding VV

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

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

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1.14B AUM 15.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Gerber Kawasaki Wealth & Investment Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 7.3% in Q2 2026, selling an estimated $31.7K and leaving 1,211 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #260.

Gerber Kawasaki Wealth & Investment Management first reported a position in VV in Q3 2021 and has held it in 6 quarters since. The position peaked at $474K in Q2 2025. 1,145 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 1,211 shares of Vanguard Morningstar Large-Cap ETF worth $417K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 95 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $31.7K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #260 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and has held it in 6 quarters since.
Gerber Kawasaki Wealth & Investment Management's Vanguard Morningstar Large-Cap ETF position peaked at $474K in Q2 2025.
1,145 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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