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Shufro Rose & Co’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Shufro Rose & Co’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$578K Hold
1,680
– – 0.03% 173
2026
Q1 		$502K Sell
1,680
-600
-26% -$188K 0.03% 187
2025
Q4 		$718K Buy
+2,280
New +$712K 0.05% 148

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Shufro Rose & Co held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,680 shares worth $578K. The position accounts for 0.03% of the portfolio, ranked #173.

Shufro Rose & Co first reported a position in VV in Q4 2025 and has held it in 3 quarters since. The position peaked at $718K in Q4 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Shufro Rose & Co held 1,680 shares of Vanguard Morningstar Large-Cap ETF worth $578K as of Q2 2026.
  • Shufro Rose & Co left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.03% of Shufro Rose & Co's portfolio in Q2 2026, its #173 holding.
  • Shufro Rose & Co first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Shufro Rose & Co's Vanguard Morningstar Large-Cap ETF position peaked at $718K in Q4 2025.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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