Shufro Rose & Co’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.6M	Buy	495,724 +28,972	+6%	+$2.15M	2.43%	10
2025 Q4	$33.9M	Buy	466,752 +165,440	+55%	+$12M	2.3%	13
2025 Q3	$19.5M	Sell	301,312 -924	-0.3%	-$66.4K	1.6%	18
2025 Q2	$19.5M	Sell	302,236 -11,452	-4%	-$752K	1.58%	18
2025 Q1	$20.3M	Buy	313,688 +45,344	+17%	+$3.04M	1.61%	18
2024 Q4	$17.7M	Buy	268,344 +158,896	+145%	+$10.8M	1.38%	24
2024 Q3	$6.62M	Hold	109,448	–	–	0.54%	40
2024 Q2	$6.62M	Buy	109,448 +9,236	+9%	+$561K	0.54%	40
2024 Q1	$6.26M	Sell	100,212 -124,532	-55%	-$7.36M	0.52%	44
2023 Q4	$11.7M	Sell	224,744 -1,912	-0.8%	-$102K	1.11%	26
2023 Q3	$11.8M	Buy	226,656 +13,636	+6%	+$748K	1.12%	25
2023 Q2	$11.7M	Buy	213,020 +11,860	+6%	+$622K	1.07%	26
2023 Q1	$10.6M	Buy	201,160 +47,788	+31%	+$2.54M	0.98%	28
2022 Q4	$7.81M	Buy	153,372 +29,612	+24%	+$1.51M	0.66%	39
2022 Q3	$5.82M	Buy	123,760 +11,824	+11%	+$618K	0.58%	41
2022 Q2	$5.51M	Buy	111,936 +4,104	+4%	+$222K	0.48%	48
2022 Q1	$6.41M	Buy	107,832 +48,644	+82%	+$2.85M	0.49%	47
2021 Q4	$3.77M	Sell	59,188 -2,836	-5%	-$178K	0.27%	63
2021 Q3	$3.67M	Buy	62,024 +39,500	+175%	+$2.39M	0.29%	58
2021 Q2	$1.34M	Buy	+22,524	New	+$1.31M	0.1%	95

Other funds holding VO

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Jones Financial Companies

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

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Creative Planning

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return