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Kovack Advisors’s Vanguard Morningstar 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
Q2 		$285K Buy
831
+27
+3% +$9.01K 0.01% 813
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kovack Advisors's VV Position: Q2 2026 in Review

Kovack Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.4% in Q2 2026, buying an estimated $9.01K and bringing the position to 831 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #813.

Kovack Advisors first reported a position in VV in Q3 2019 and has held it in 13 quarters since. The position peaked at $617K in Q4 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Kovack Advisors held 831 shares of Vanguard Morningstar Large-Cap ETF worth $285K as of Q2 2026.
  • Kovack Advisors bought 27 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $9.01K.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #813 holding.
  • Kovack Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2019 and has held it in 13 quarters since.
  • Kovack Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $617K in Q4 2025.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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