Kovack Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Kovack Advisors’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$270K	Buy	1,229 +67	+6%	+$14.5K	0.01%	851
2026 Q1	$237K	Sell	1,162 -532	-31%	-$111K	0.01%	849
2025 Q4	$347K	Buy	1,694 +519	+44%	+$105K	0.02%	717
2025 Q3	$234K	Buy	1,175 +1	+0.1%	+$194	0.02%	529
2025 Q2	$222K	Sell	1,174 -90	-7%	-$16.2K	0.02%	535
2025 Q1	$233K	Buy	1,264 +91	+8%	+$17K	0.02%	492
2024 Q4	$217K	Sell	1,173 -11	-0.9%	-$2.11K	0.02%	548
2024 Q3	$226K	Sell	1,184 -6	-0.5%	-$1.1K	0.02%	513
2024 Q2	$209K	Hold	1,190	–	–	0.02%	518
2024 Q1	$215K	Buy	+1,190	New	+$204K	0.03%	425

Other funds holding VOOV

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kovack Advisors's VOOV Position: Q2 2026 in Review

Kovack Advisors increased its Vanguard S&P 500 Value ETF (VOOV) stake by 5.8% in Q2 2026, buying an estimated $14.5K and bringing the position to 1,229 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #851.

Kovack Advisors first reported a position in VOOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $347K in Q4 2025. 455 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Kovack Advisors held 1,229 shares of Vanguard S&P 500 Value ETF worth $270K as of Q2 2026.
Kovack Advisors bought 67 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $14.5K.
Vanguard S&P 500 Value ETF made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #851 holding.
Kovack Advisors first reported a position in Vanguard S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
Kovack Advisors's Vanguard S&P 500 Value ETF position peaked at $347K in Q4 2025.
455 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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