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Shufro Rose & Co’s Vanguard 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
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 $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Shufro Rose & Co reduced its Vanguard Large-Cap ETF (VV) stake by 26% in Q1 2026, selling an estimated $188K and leaving 1,680 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #187.

Shufro Rose & Co first reported a position in VV in Q4 2025 and has held it in 2 quarters since. The position peaked at $718K in Q4 2025. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Shufro Rose & Co held 1,680 shares of Vanguard Large-Cap ETF worth $502K as of Q1 2026.
  • Shufro Rose & Co sold 600 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $188K.
  • Vanguard Large-Cap ETF made up 0.03% of Shufro Rose & Co's portfolio in Q1 2026, its #187 holding.
  • Shufro Rose & Co first reported a position in Vanguard Large-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Shufro Rose & Co's Vanguard Large-Cap ETF position peaked at $718K in Q4 2025.
  • 1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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