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Shufro Rose & Co’s Vanguard S&P 500 ETF VOO Stock Holding History

Shufro Rose & Co’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.2M Sell
42,177
-72
-0.2% -$45K 1.71% 17
2025
Q4 		$26.5M Buy
+42,249
New +$26.3M 1.79% 17
2019
Q4 		– Sell
-24
Closed -$7K – 347
2019
Q3 		$7K Buy
+24
New +$6.51K ﹤0.01% 333

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Shufro Rose & Co's VOO Position: Q1 2026 in Review

Shufro Rose & Co reduced its Vanguard S&P 500 ETF (VOO) stake by 0.17% in Q1 2026, selling an estimated $45K and leaving 42,177 shares worth $25.2M. The position accounts for 1.71% of the portfolio, ranked #17.

Shufro Rose & Co first reported a position in VOO in Q3 2019 and has held it in 3 quarters since. The position peaked at $26.5M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Shufro Rose & Co held 42,177 shares of Vanguard S&P 500 ETF worth $25.2M as of Q1 2026.
  • Shufro Rose & Co sold 72 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $45K.
  • Vanguard S&P 500 ETF made up 1.71% of Shufro Rose & Co's portfolio in Q1 2026, its #17 holding.
  • Shufro Rose & Co first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 3 quarters since.
  • Shufro Rose & Co's Vanguard S&P 500 ETF position peaked at $26.5M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.