Kovack Advisors’s Vanguard Morningstar 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 Q2	$4.81M	Buy	59,670 +5,122	+9%	+$397K	0.23%	91
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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Kovack Advisors's VO Position: Q2 2026 in Review

Kovack Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.4% in Q2 2026, buying an estimated $397K and bringing the position to 59,670 shares worth $4.81M. The position accounts for 0.23% of the portfolio, ranked #91.

Kovack Advisors first reported a position in VO in Q1 2015 and has held it in 28 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Kovack Advisors held 59,670 shares of Vanguard Morningstar Mid-Cap ETF worth $4.81M as of Q2 2026.
Kovack Advisors bought 5,122 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $397K.
Vanguard Morningstar Mid-Cap ETF made up 0.23% of Kovack Advisors's portfolio in Q2 2026, its #91 holding.
Kovack Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2015 and has held it in 28 quarters since.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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