SRC
VO icon

Shufro Rose & Co’s Vanguard Morningstar 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
Q2 		$41.6M Buy
515,810
+20,086
+4% +$1.56M 2.39% 8
2026
Q1 		$35.6M Buy
495,724
+28,972
+6% +$2.15M 2.42% 10
2025
Q4 		$33.9M Buy
466,752
+165,440
+55% +$12M 2.29% 13
2025
Q3 		$19.5M Sell
301,312
-924
-0.3% -$66.4K 1.59% 18
2025
Q2 		$19.5M Sell
302,236
-11,452
-4% -$752K 1.57% 18
2025
Q1 		$20.3M Buy
313,688
+45,344
+17% +$3.04M 1.6% 18
2024
Q4 		$17.7M Buy
268,344
+158,896
+145% +$10.8M 1.37% 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 1.11% 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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Shufro Rose & Co increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.1% in Q2 2026, buying an estimated $1.56M and bringing the position to 515,810 shares worth $41.6M. The position accounts for 2.39% of the portfolio, ranked #8.

Shufro Rose & Co first reported a position in VO in Q2 2021 and has held it in 21 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Shufro Rose & Co held 515,810 shares of Vanguard Morningstar Mid-Cap ETF worth $41.6M as of Q2 2026.
  • Shufro Rose & Co bought 20,086 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.56M.
  • Vanguard Morningstar Mid-Cap ETF made up 2.39% of Shufro Rose & Co's portfolio in Q2 2026, its #8 holding.
  • Shufro Rose & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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