Shufro Rose & Co’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Shufro Rose & Co’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$200K	Buy	+1,535	New	+$191K	0.01%	293

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

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

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

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

Shufro Rose & Co's IVOO Position: Q2 2026 in Review

Shufro Rose & Co opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 1,535 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings.

343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Shufro Rose & Co held 1,535 shares of Vanguard S&P Mid-Cap 400 ETF worth $200K as of Q2 2026.
Vanguard S&P Mid-Cap 400 ETF was a new Shufro Rose & Co position in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Shufro Rose & Co's portfolio in Q2 2026, its #293 holding.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.