Kovack Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kovack Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.5M	Buy	56,876 +5,458	+11%	+$1.25M	0.65%	18
2026 Q1	$11.2M	Buy	51,418 +506	+1%	+$113K	0.6%	24
2025 Q4	$11.2M	Buy	50,912 +29,760	+141%	+$6.5M	0.52%	28
2025 Q3	$4.56M	Buy	21,152 +389	+2%	+$81.7K	0.43%	46
2025 Q2	$4.25M	Buy	20,763 +714	+4%	+$138K	0.42%	47
2025 Q1	$3.89M	Buy	20,049 +632	+3%	+$126K	0.41%	47
2024 Q4	$3.8M	Sell	19,417 -881	-4%	-$176K	0.37%	52
2024 Q3	$4.02M	Sell	20,298 -5,102	-20%	-$971K	0.43%	46
2024 Q2	$4.64M	Sell	25,400 -3,263	-11%	-$587K	0.51%	35
2024 Q1	$5.23M	Sell	28,663 -111	-0.4%	-$19.5K	0.63%	29
2023 Q4	$4.9M	Buy	28,774 +5,877	+26%	+$946K	0.58%	25
2023 Q3	$3.56M	Sell	22,897 -8,387	-27%	-$1.36M	0.5%	34
2023 Q2	$5.08M	Sell	31,284 -368	-1%	-$57.6K	0.65%	24
2023 Q1	$4.87M	Sell	31,652 -270	-0.8%	-$41.4K	0.66%	21
2022 Q4	$4.85M	Sell	31,922 -826	-3%	-$123K	0.71%	18
2022 Q3	$4.43M	Sell	32,748 -238	-0.7%	-$35.4K	0.65%	22
2022 Q2	$4.73M	Sell	32,986 -5,581	-14%	-$849K	0.62%	19
2022 Q1	$6.25M	Sell	38,567 -977	-2%	-$158K	0.64%	20
2021 Q4	$6.79M	Buy	39,544 +2,157	+6%	+$356K	0.66%	20
2021 Q3	$5.74M	Sell	37,387 -561	-1%	-$89.4K	0.62%	20
2021 Q2	$5.87M	Buy	37,948 +1,129	+3%	+$173K	0.67%	18
2021 Q1	$5.42M	Sell	36,819 -11,042	-23%	-$1.57M	0.7%	16
2020 Q4	$6.76M	Sell	47,861 -661	-1%	-$89.6K	0.97%	11
2020 Q3	$6.24M	Sell	48,522 -2,712	-5%	-$341K	1.11%	12
2020 Q2	$6M	Buy	51,234 +13,628	+36%	+$1.55M	1.17%	11
2020 Q1	$3.89M	Sell	37,606 -20,807	-36%	-$2.48M	0.9%	16
2019 Q4	$7.28M	Buy	58,413 +198	+0.3%	+$24K	1.3%	9
2019 Q3	$6.96M	Buy	58,215 +19,453	+50%	+$2.29M	1.43%	9
2019 Q2	$4.46M	Buy	38,762 +2,341	+6%	+$263K	1.02%	13
2019 Q1	$3.99M	Buy	36,421 +1,397	+4%	+$147K	1%	14
2018 Q4	$3.43M	Buy	35,024 +12,364	+55%	+$1.29M	1%	16
2018 Q3	$2.51M	Buy	22,660 +493	+2%	+$53K	0.65%	25
2018 Q2	$2.25M	Sell	22,167 -19,318	-47%	-$1.97M	0.63%	25
2018 Q1	$4.19M	Sell	41,485 -12,461	-23%	-$1.29M	1.05%	13
2017 Q4	$5.5M	Sell	53,946 -99	-0.2%	-$9.75K	1.39%	8
2017 Q3	$5.12M	Buy	54,045 +148	+0.3%	+$13.8K	1.7%	6
2017 Q2	$5M	Buy	53,897 +4,371	+9%	+$401K	1.58%	7
2017 Q1	$4.45M	Buy	49,526 +644	+1%	+$57.1K	1.73%	6
2016 Q4	$4.16M	Buy	48,882 +17,949	+58%	+$1.51M	1.98%	6
2016 Q3	$2.6M	Sell	30,933 -1,215	-4%	-$103K	1.26%	12
2016 Q2	$2.68M	Buy	32,148 +92	+0.3%	+$7.51K	1.42%	11
2016 Q1	$2.6M	Buy	32,056 +249	+0.8%	+$19.1K	1.63%	9
2015 Q4	$2.47M	Sell	31,807 -693	-2%	-$54.1K	1.63%	8
2015 Q3	$2.4M	Sell	32,500 -4,517	-12%	-$350K	1.67%	9
2015 Q2	$2.91M	Sell	37,017 -278	-0.7%	-$22.5K	2.06%	7
2015 Q1	$3M	Sell	37,295 -1,030	-3%	-$83.6K	2.54%	5
2014 Q4	$3.11M	Buy	38,325 +20,826	+119%	+$1.65M	3.21%	5
2014 Q3	$1.35M	Sell	17,499 -16,583	-49%	-$1.29M	1.98%	10
2014 Q2	$2.66M	Buy	34,082 +13,713	+67%	+$1.05M	3.85%	6
2014 Q1	$1.46M	Buy	+20,369	New	+$1.5M	4.98%	2

Other funds holding VIG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Kovack Advisors's VIG Position: Q2 2026 in Review

Kovack Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q2 2026, buying an estimated $1.25M and bringing the position to 56,876 shares worth $13.5M. The position accounts for 0.65% of the portfolio, ranked #18.

Kovack Advisors first reported a position in VIG in Q1 2014 and has held it in 50 quarters since. 1,214 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Kovack Advisors held 56,876 shares of Vanguard Dividend Appreciation ETF worth $13.5M as of Q2 2026.
Kovack Advisors bought 5,458 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.25M.
Vanguard Dividend Appreciation ETF made up 0.65% of Kovack Advisors's portfolio in Q2 2026, its #18 holding.
Kovack Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2014 and has held it in 50 quarters since.
1,214 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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