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Kovack Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Kovack Advisors’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-33,600
Closed -$767K – 541
2017
Q4 		$767K Buy
+33,600
New +$751K 0.19% 126

Other funds holding VOOG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kovack Advisors's VOOG Position: Q1 2018 in Review

Kovack Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2018, closing a stake of 33,600 shares — an estimated $767K sold.

Kovack Advisors first reported a position in VOOG in Q4 2017 and held it in 1 quarter. The position peaked at $767K in Q4 2017. 126 funds tracked by Wall St. Rank hold VOOG as of Q1 2018.

  • Kovack Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Kovack Advisors sold 33,600 Vanguard S&P 500 Growth ETF shares in Q1 2018, an estimated $767K.
  • Kovack Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q4 2017 and held it in 1 quarter.
  • Kovack Advisors's Vanguard S&P 500 Growth ETF position peaked at $767K in Q4 2017.
  • 126 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2018.

Based on Kovack Advisors's 13F filing for Q1 2018, filed 15 May 2018.