Ownership history in Kovack Advisors, Inc. · 28 quarters on record
This page tracks every 13F SEC filing in which Kovack Advisors, Inc. reported a position in VANGUARD INDEX FDS S&P 500 ETF SHS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 43,097 | +8,245 | +23.7% | 1.57% | $20.5M | $627.13 |
| 2025 Q3 | REDUCED | 34,852 | -1,283 | -3.6% | 2.01% | $21.3M | $610.65 |
| 2025 Q2 | ADDED | 36,135 | +2,195 | +6.5% | 2.01% | $20.5M | $564.81 |
| 2025 Q1 | ADDED | 33,940 | +6,952 | +25.8% | 1.85% | $17.4M | $509.43 |
| 2024 Q4 | REDUCED | 26,988 | -2,233 | -7.6% | 1.43% | $14.5M | $532.26 |
| 2024 Q3 | ADDED | 29,221 | +1,557 | +5.6% | 1.63% | $15.4M | $519.60 |
| 2024 Q2 | ADDED | 27,664 | +7,042 | +34.1% | 1.52% | $13.8M | $490.95 |
| 2024 Q1 | ADDED | 20,622 | +1,567 | +8.2% | 1.20% | $9.9M | $470.20 |
| 2023 Q4 | ADDED | 19,055 | +2,081 | +12.3% | 0.99% | $8.3M | $425.89 |
| 2023 Q3 | REDUCED | 16,974 | -1,817 | -9.7% | 0.93% | $6.7M | $381.32 |
As of 2025 Q4 — sorted by position size