Kovack Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Kovack Advisors’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$647K	Buy	1,803 +343	+23%	+$116K	0.03%	535
2026 Q1	$460K	Buy	1,460 +4	+0.3%	+$1.3K	0.02%	613
2025 Q4	$434K	Buy	1,456 +730	+101%	+$217K	0.02%	635
2025 Q3	$215K	Hold	726	–	–	0.02%	547
2025 Q2	$203K	Buy	+726	New	+$188K	0.02%	559
2025 Q1	–	Sell	-794	Closed	-$202K	–	639
2024 Q4	$202K	Buy	+794	New	+$211K	0.02%	565
2024 Q2	–	Sell	-965	Closed	-$236K	–	603
2024 Q1	$236K	Buy	+965	New	+$219K	0.03%	404
2020 Q1	–	Sell	-1,329	Closed	-$204K	–	554
2019 Q4	$204K	Buy	+1,329	New	+$200K	0.04%	457

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Kovack Advisors's VIS Position: Q2 2026 in Review

Kovack Advisors increased its Vanguard Industrials ETF (VIS) stake by 23% in Q2 2026, buying an estimated $116K and bringing the position to 1,803 shares worth $647K. The position accounts for 0.03% of the portfolio, ranked #535.

Kovack Advisors first reported a position in VIS in Q4 2019 and has held it in 8 quarters since. 623 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Kovack Advisors held 1,803 shares of Vanguard Industrials ETF worth $647K as of Q2 2026.
Kovack Advisors bought 343 Vanguard Industrials ETF shares in Q2 2026, an estimated $116K.
Vanguard Industrials ETF made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #535 holding.
Kovack Advisors first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 8 quarters since.
623 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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