GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$563K Buy
3,559
+35
+1% +$5.47K 0.02% 225
2026
Q1 		$522K Buy
3,524
+745
+27% +$112K 0.02% 215
2025
Q4 		$399K Buy
2,779
+85
+3% +$12.1K 0.01% 247
2025
Q3 		$380K Buy
2,694
+93
+4% +$12.8K 0.01% 246
2025
Q2 		$347K Buy
2,601
+245
+10% +$31K 0.01% 240
2025
Q1 		$304K Buy
2,356
+247
+12% +$32.3K 0.01% 241
2024
Q4 		$269K Buy
2,109
+267
+14% +$34.8K 0.01% 243
2024
Q3 		$236K Buy
1,842
+36
+2% +$4.44K 0.01% 258
2024
Q2 		$214K Sell
1,806
-87
-5% -$10.3K 0.01% 261
2024
Q1 		$229K Buy
1,893
+75
+4% +$8.59K 0.01% 253
2023
Q4 		$203K Buy
+1,818
New +$191K 0.01% 249
2023
Q3 		– Sell
-2,534
Closed -$269K – 273
2023
Q2 		$269K Buy
+2,534
New +$266K 0.02% 215
2021
Q4 		– Sell
-1,061
Closed -$109K – 1109
2021
Q3 		$109K Buy
+1,061
New +$112K 0.01% 229
2020
Q1 		– Sell
-2,332
Closed -$218K – 153
2019
Q4 		$218K Sell
2,332
-3
-0.1% -$272 0.05% 115
2019
Q3 		$207K Buy
+2,335
New +$204K 0.06% 116

Other funds holding VYM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.99% in Q2 2026, buying an estimated $5.47K and bringing the position to 3,559 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #225.

Gerber Kawasaki Wealth & Investment Management first reported a position in VYM in Q3 2019 and has held it in 15 quarters since. 1,739 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 3,559 shares of Vanguard High Dividend Yield ETF worth $563K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 35 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $5.47K.
  • Vanguard High Dividend Yield ETF made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #225 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2019 and has held it in 15 quarters since.
  • 1,739 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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