SHUFRO ROSE & CO LLC VOO VANGUARD INDEX FDS

Ownership history in SHUFRO ROSE & CO LLC  ·  3 quarters on record

AI Ownership Summary

SHUFRO ROSE & CO LLC reported VANGUARD INDEX FDS (VOO) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 1.79% in 2025 Q4. The latest visible filing shows VOO at 1.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHUFRO ROSE & CO LLC's position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VOO was reported at 1.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.79% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SHUFRO ROSE & CO LLC held VOO — position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 42,177 -72 -0.2% 1.71% $25.2M 2026-05-15 $679.44
2025 Q4 ADDED 42,249 +42,225 +175937.5% 1.79% $26.5M 2026-02-09 $636.22
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SHUFRO ROSE & CO LLC and VOO

These are the practical questions this page is built to answer before you even open the full history table.

How long has SHUFRO ROSE & CO LLC reported owning VOO?

SHUFRO ROSE & CO LLC reported VOO across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported VOO position in SHUFRO ROSE & CO LLC's portfolio?

The largest reported portfolio weight for VOO was 1.79% in 2025 Q4.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2026 Q1, when SHUFRO ROSE & CO LLC reported 42,177 shares, equal to 1.71% of portfolio, with an estimated market value of $25.2M.

What does the chart on this VOO ownership page compare?

The chart compares SHUFRO ROSE & CO LLC's quarterly VOO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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