Kovack Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Kovack Advisors’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$364K	Sell	7,299 -1,380	-16%	-$68.6K	0.02%	690
2025 Q4	$429K	Buy	8,679 +436	+5%	+$21.8K	0.02%	642
2025 Q3	$417K	Sell	8,243 -4,835	-37%	-$243K	0.04%	379
2025 Q2	$657K	Sell	13,078 -183	-1%	-$9.14K	0.06%	266
2025 Q1	$662K	Hold	13,261	–	–	0.07%	238
2024 Q4	$642K	Buy	13,261 +2,018	+18%	+$98.6K	0.06%	254
2024 Q3	$554K	Buy	11,243 +2,043	+22%	+$99.5K	0.06%	282
2024 Q2	$447K	Buy	+9,200	New	+$442K	0.05%	325
2024 Q1	–	Sell	-9,200	Closed	-$437K	–	605
2023 Q4	$437K	Buy	9,200 +257	+3%	+$12.2K	0.05%	331
2023 Q3	$423K	Sell	8,943 -37,503	-81%	-$1.77M	0.06%	298
2023 Q2	$2.2M	Sell	46,446 -14,564	-24%	-$694K	0.28%	73
2023 Q1	$2.92M	Sell	61,010 -16,323	-21%	-$769K	0.4%	47
2022 Q4	$3.61M	Sell	77,333 -1,799	-2%	-$85.7K	0.53%	32
2022 Q3	$3.81M	Sell	79,132 -11,190	-12%	-$554K	0.56%	30
2022 Q2	$4.53M	Sell	90,322 -7,044	-7%	-$356K	0.6%	22
2022 Q1	$4.99M	Buy	97,366 +3,444	+4%	+$177K	0.51%	30
2021 Q4	$4.83M	Buy	93,922 +48,560	+107%	+$2.53M	0.47%	28
2021 Q3	$2.38M	Buy	45,362 +1,126	+3%	+$59.1K	0.26%	97
2021 Q2	$2.32M	Buy	44,236 +21,498	+95%	+$1.12M	0.26%	96
2021 Q1	$1.17M	Buy	22,738 +11,420	+101%	+$587K	0.15%	159
2020 Q4	$578K	Buy	11,318 +350	+3%	+$17.8K	0.08%	253
2020 Q3	$560K	Buy	10,968 +1,285	+13%	+$65.2K	0.1%	211
2020 Q2	$486K	Sell	9,683 -1,412	-13%	-$70.2K	0.09%	218
2020 Q1	$541K	Buy	11,095 +218	+2%	+$10.7K	0.12%	182
2019 Q4	$536K	Buy	10,877 +937	+9%	+$46.1K	0.1%	235
2019 Q3	$488K	Buy	+9,940	New	+$491K	0.1%	234
2018 Q4	–	Sell	-4,953	Closed	-$240K	–	501
2018 Q3	$240K	Sell	4,953 -250	-5%	-$12.2K	0.06%	343
2018 Q2	$254K	Buy	+5,203	New	+$254K	0.07%	317

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Kovack Advisors's VTIP Position: Q1 2026 in Review

Kovack Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 16% in Q1 2026, selling an estimated $68.6K and leaving 7,299 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #690.

Kovack Advisors first reported a position in VTIP in Q2 2018 and has held it in 28 quarters since. The position peaked at $4.99M in Q1 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Kovack Advisors held 7,299 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $364K as of Q1 2026.
Kovack Advisors sold 1,380 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $68.6K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #690 holding.
Kovack Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2018 and has held it in 28 quarters since.
Kovack Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.99M in Q1 2022.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

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