KA
VFH icon

Kovack Advisors’s Vanguard Financials ETF VFH Stock Holding History

Kovack Advisors’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$832K Buy
6,270
+124
+2% +$15.8K 0.04% 448
2026
Q1 		$743K Sell
6,146
-579
-9% -$73.8K 0.04% 467
2025
Q4 		$898K Buy
6,725
+3,831
+132% +$498K 0.04% 417
2025
Q3 		$380K Sell
2,894
-58
-2% -$7.51K 0.04% 403
2025
Q2 		$376K Sell
2,952
-50
-2% -$5.96K 0.04% 400
2025
Q1 		$359K Sell
3,002
-1,045
-26% -$127K 0.04% 378
2024
Q4 		$478K Buy
4,047
+536
+15% +$63.4K 0.05% 316
2024
Q3 		$386K Buy
3,511
+93
+3% +$9.86K 0.04% 370
2024
Q2 		$341K Buy
3,418
+642
+23% +$64.1K 0.04% 391
2024
Q1 		$284K Sell
2,776
-30
-1% -$2.88K 0.03% 367
2023
Q4 		$259K Sell
2,806
-11,337
-80% -$953K 0.03% 460
2023
Q3 		$1.14M Buy
14,143
+912
+7% +$76.2K 0.16% 136
2023
Q2 		$1.07M Buy
+13,231
New +$1.04M 0.14% 150
2022
Q3 		– Sell
-3,276
Closed -$253K – 643
2022
Q2 		$253K Sell
3,276
-432
-12% -$36.5K 0.03% 497
2022
Q1 		$346K Buy
3,708
+551
+17% +$52.8K 0.04% 486
2021
Q4 		$305K Buy
3,157
+689
+28% +$67.1K 0.03% 526
2021
Q3 		$229K Sell
2,468
-80
-3% -$7.38K 0.02% 617
2021
Q2 		$231K Buy
+2,548
New +$230K 0.03% 595
2018
Q3 		– Sell
-11,053
Closed -$746K – 513
2018
Q2 		$746K Buy
11,053
+252
+2% +$17.6K 0.21% 124
2018
Q1 		$750K Buy
+10,801
New +$779K 0.19% 131

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kovack Advisors's VFH Position: Q2 2026 in Review

Kovack Advisors increased its Vanguard Financials ETF (VFH) stake by 2% in Q2 2026, buying an estimated $15.8K and bringing the position to 6,270 shares worth $832K. The position accounts for 0.04% of the portfolio, ranked #448.

Kovack Advisors first reported a position in VFH in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.14M in Q3 2023. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Kovack Advisors held 6,270 shares of Vanguard Financials ETF worth $832K as of Q2 2026.
  • Kovack Advisors bought 124 Vanguard Financials ETF shares in Q2 2026, an estimated $15.8K.
  • Vanguard Financials ETF made up 0.04% of Kovack Advisors's portfolio in Q2 2026, its #448 holding.
  • Kovack Advisors first reported a position in Vanguard Financials ETF in Q1 2018 and has held it in 20 quarters since.
  • Kovack Advisors's Vanguard Financials ETF position peaked at $1.14M in Q3 2023.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.