Kovack Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Kovack Advisors’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$242K	Sell	804 -1,155	-59%	-$361K	0.01%	840
2025 Q4	$617K	Buy	1,959 +118	+6%	+$36.8K	0.03%	526
2025 Q3	$567K	Sell	1,841 -29	-2%	-$8.59K	0.05%	298
2025 Q2	$534K	Buy	1,870 +42	+2%	+$11.1K	0.05%	308
2025 Q1	$470K	Buy	1,828 +294	+19%	+$79.6K	0.05%	316
2024 Q4	$414K	Buy	1,534 +51	+3%	+$13.8K	0.04%	355
2024 Q3	$390K	Buy	1,483 +33	+2%	+$8.37K	0.04%	367
2024 Q2	$362K	Buy	1,450 +397	+38%	+$95.4K	0.04%	378
2024 Q1	$252K	Buy	+1,053	New	+$241K	0.03%	391
2020 Q2	–	Sell	-3,113	Closed	-$369K	–	536
2020 Q1	$369K	Buy	3,113 +477	+18%	+$67K	0.09%	244
2019 Q4	$390K	Sell	2,636 -310	-11%	-$43.9K	0.07%	302
2019 Q3	$402K	Buy	+2,946	New	+$400K	0.08%	274

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kovack Advisors's VV Position: Q1 2026 in Review

Kovack Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 59% in Q1 2026, selling an estimated $361K and leaving 804 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #840.

Kovack Advisors first reported a position in VV in Q3 2019 and has held it in 12 quarters since. The position peaked at $617K in Q4 2025. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Kovack Advisors held 804 shares of Vanguard Large-Cap ETF worth $242K as of Q1 2026.
Kovack Advisors sold 1,155 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $361K.
Vanguard Large-Cap ETF made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #840 holding.
Kovack Advisors first reported a position in Vanguard Large-Cap ETF in Q3 2019 and has held it in 12 quarters since.
Kovack Advisors's Vanguard Large-Cap ETF position peaked at $617K in Q4 2025.
1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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