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Oppenheimer & Co’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Oppenheimer & Co’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.97M Buy
6,426
+1,663
+35% +$480K 0.02% 647
2026
Q1 		$1.23M Sell
4,763
-750
-14% -$206K 0.01% 782
2025
Q4 		$1.54M Sell
5,513
-260
-5% -$74.4K 0.02% 624
2025
Q3 		$1.7M Buy
5,773
+1,953
+51% +$563K 0.02% 664
2025
Q2 		$1.09M Buy
3,820
+1,008
+36% +$260K 0.01% 813
2025
Q1 		$688K Sell
2,812
-5,775
-67% -$1.5M 0.01% 959
2024
Q4 		$2.18M Buy
8,587
+103
+1% +$26.5K 0.03% 514
2024
Q3 		$2.07M Sell
8,484
-13,911
-62% -$3.24M 0.03% 545
2024
Q2 		$5.14M Buy
22,395
+15,785
+239% +$3.62M 0.08% 268
2024
Q1 		$1.56M Buy
+6,610
New +$1.48M 0.03% 593
2023
Q4 		– Sell
-5,972
Closed -$1.16M – 1460
2023
Q3 		$1.16M Sell
5,972
-466
-7% -$95.1K 0.02% 623
2023
Q2 		$1.32M Buy
6,438
+3,787
+143% +$734K 0.03% 606
2023
Q1 		$517K Buy
2,651
+691
+35% +$132K 0.01% 924
2022
Q4 		$352K Buy
+1,960
New +$355K 0.01% 1027
2017
Q4 		– Sell
-6,024
Closed -$733K – 1365
2017
Q3 		$733K Sell
6,024
-3,706
-38% -$442K 0.02% 711
2017
Q2 		$1.15M Sell
9,730
-1,608
-14% -$187K 0.03% 549
2017
Q1 		$1.28M Buy
+11,338
New +$1.26M 0.04% 495

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Oppenheimer & Co's VOT Position: Q2 2026 in Review

Oppenheimer & Co increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 35% in Q2 2026, buying an estimated $480K and bringing the position to 6,426 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #647.

Oppenheimer & Co first reported a position in VOT in Q1 2017 and has held it in 17 quarters since. The position peaked at $5.14M in Q2 2024. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Oppenheimer & Co held 6,426 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.97M as of Q2 2026.
  • Oppenheimer & Co bought 1,663 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $480K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Oppenheimer & Co's portfolio in Q2 2026, its #647 holding.
  • Oppenheimer & Co first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2017 and has held it in 17 quarters since.
  • Oppenheimer & Co's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $5.14M in Q2 2024.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.