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Kovack Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Kovack Advisors’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$260K Hold
770
– – 0.01% 871
2026
Q1 		$229K Hold
770
– – 0.01% 871
2025
Q4 		$238K Buy
+770
New +$236K 0.01% 870

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Kovack Advisors's VONE Position: Q2 2026 in Review

Kovack Advisors held its Vanguard Russell 1000 ETF (VONE) position steady in Q2 2026 at 770 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #871.

Kovack Advisors first reported a position in VONE in Q4 2025 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Kovack Advisors held 770 shares of Vanguard Russell 1000 ETF worth $260K as of Q2 2026.
  • Kovack Advisors left its Vanguard Russell 1000 ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 ETF made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #871 holding.
  • Kovack Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 410 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

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