OC
VOT icon

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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Oppenheimer & Co's VOT Position: Q1 2026 in Review

Oppenheimer & Co reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 14% in Q1 2026, selling an estimated $206K and leaving 4,763 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #782.

Oppenheimer & Co first reported a position in VOT in Q1 2017 and has held it in 16 quarters since. The position peaked at $5.14M in Q2 2024. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Oppenheimer & Co held 4,763 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.23M as of Q1 2026.
  • Oppenheimer & Co sold 750 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $206K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #782 holding.
  • Oppenheimer & Co first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2017 and has held it in 16 quarters since.
  • Oppenheimer & Co's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $5.14M in Q2 2024.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.