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Kovack Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Kovack Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.92M Sell
54,548
-2,616
-5% -$194K 0.21% 99
2025
Q4 		$4.15M Buy
57,164
+49,736
+670% +$3.62M 0.19% 95
2025
Q3 		$545K Buy
7,428
+900
+14% +$64.6K 0.05% 305
2025
Q2 		$457K Sell
6,528
-492
-7% -$32.3K 0.04% 359
2025
Q1 		$454K Buy
+7,020
New +$471K 0.05% 328
2020
Q3 		– Sell
-8,852
Closed -$363K – 562
2020
Q2 		$363K Sell
8,852
-29,932
-77% -$1.15M 0.07% 280
2020
Q1 		$1.28M Sell
38,784
-18,192
-32% -$753K 0.29% 86
2019
Q4 		$2.54M Sell
56,976
-880
-2% -$37.8K 0.45% 50
2019
Q3 		$2.42M Buy
57,856
+25,488
+79% +$1.07M 0.5% 46
2019
Q2 		$1.35M Buy
32,368
+10,848
+50% +$444K 0.31% 80
2019
Q1 		$865K Buy
21,520
+152
+0.7% +$5.85K 0.22% 121
2018
Q4 		$738K Buy
21,368
+216
+1% +$8.11K 0.22% 114
2018
Q3 		$868K Buy
21,152
+60
+0.3% +$2.45K 0.22% 112
2018
Q2 		$831K Sell
21,092
-1,000
-5% -$39.3K 0.23% 110
2018
Q1 		$852K Buy
22,092
+2,000
+10% +$78.7K 0.21% 118
2017
Q4 		$778K Buy
20,092
+232
+1% +$8.76K 0.2% 125
2017
Q3 		$730K Sell
19,860
-1,296
-6% -$46.7K 0.24% 103
2017
Q2 		$754K Buy
21,156
+800
+4% +$28.3K 0.24% 98
2017
Q1 		$709K Sell
20,356
-1,184
-5% -$40.7K 0.28% 89
2016
Q4 		$709K Buy
21,540
+4
+0% +$129 0.34% 66
2016
Q3 		$697K Buy
21,536
+520
+2% +$16.7K 0.34% 77
2016
Q2 		$650K Sell
21,016
-2,928
-12% -$89.5K 0.34% 69
2016
Q1 		$726K Sell
23,944
-932
-4% -$26.4K 0.45% 55
2015
Q4 		$747K Sell
24,876
-2,176
-8% -$66.4K 0.49% 52
2015
Q3 		$789K Buy
27,052
+3,844
+17% +$120K 0.55% 46
2015
Q2 		$739K Buy
23,208
+10,348
+80% +$336K 0.52% 45
2015
Q1 		$427K Buy
+12,860
New +$404K 0.36% 67

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Kovack Advisors's VO Position: Q1 2026 in Review

Kovack Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 4.6% in Q1 2026, selling an estimated $194K and leaving 54,548 shares worth $3.92M. The position accounts for 0.21% of the portfolio, ranked #99.

Kovack Advisors first reported a position in VO in Q1 2015 and has held it in 27 quarters since. The position peaked at $4.15M in Q4 2025. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Kovack Advisors held 54,548 shares of Vanguard Mid-Cap ETF worth $3.92M as of Q1 2026.
  • Kovack Advisors sold 2,616 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $194K.
  • Vanguard Mid-Cap ETF made up 0.21% of Kovack Advisors's portfolio in Q1 2026, its #99 holding.
  • Kovack Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2015 and has held it in 27 quarters since.
  • Kovack Advisors's Vanguard Mid-Cap ETF position peaked at $4.15M in Q4 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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