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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Kovack Advisors's VIS Position: Q1 2026 in Review

Kovack Advisors increased its Vanguard Industrials ETF (VIS) stake by 0.27% in Q1 2026, buying an estimated $1.3K and bringing the position to 1,460 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #613.

Kovack Advisors first reported a position in VIS in Q4 2019 and has held it in 7 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Kovack Advisors held 1,460 shares of Vanguard Industrials ETF worth $460K as of Q1 2026.
  • Kovack Advisors bought 4 Vanguard Industrials ETF shares in Q1 2026, an estimated $1.3K.
  • Vanguard Industrials ETF made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #613 holding.
  • Kovack Advisors first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 7 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

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