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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
Q2 		$29.2M Buy
42,506
+329
+0.8% +$219K 1.68% 15
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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Shufro Rose & Co increased its Vanguard S&P 500 ETF (VOO) stake by 0.78% in Q2 2026, buying an estimated $219K and bringing the position to 42,506 shares worth $29.2M. The position accounts for 1.68% of the portfolio, ranked #15.

Shufro Rose & Co first reported a position in VOO in Q3 2019 and has held it in 4 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Shufro Rose & Co held 42,506 shares of Vanguard S&P 500 ETF worth $29.2M as of Q2 2026.
  • Shufro Rose & Co bought 329 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $219K.
  • Vanguard S&P 500 ETF made up 1.68% of Shufro Rose & Co's portfolio in Q2 2026, its #15 holding.
  • Shufro Rose & Co first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 4 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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