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Kovack Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Kovack Advisors’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$380K Buy
2,617
+456
+21% +$67.6K 0.02% 676
2025
Q4 		$305K Buy
+2,161
New +$300K 0.01% 752
2018
Q4 		– Sell
-3,718
Closed -$298K – 464
2018
Q3 		$298K Buy
3,718
+418
+13% +$32.9K 0.08% 293
2018
Q2 		$246K Buy
+3,300
New +$248K 0.07% 324

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kovack Advisors's MGV Position: Q1 2026 in Review

Kovack Advisors increased its Vanguard Mega Cap Value ETF (MGV) stake by 21% in Q1 2026, buying an estimated $67.6K and bringing the position to 2,617 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #676.

Kovack Advisors first reported a position in MGV in Q2 2018 and has held it in 4 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Kovack Advisors held 2,617 shares of Vanguard Mega Cap Value ETF worth $380K as of Q1 2026.
  • Kovack Advisors bought 456 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $67.6K.
  • Vanguard Mega Cap Value ETF made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #676 holding.
  • Kovack Advisors first reported a position in Vanguard Mega Cap Value ETF in Q2 2018 and has held it in 4 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.