Vanguard Capital Management
OPY icon

Vanguard Capital Management’s Oppenheimer Holdings OPY Stock Holding History

Vanguard Capital Management’s Portfolio OPY Stock Details OPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.6M Sell
384,352
-6,881
-2% -$701K ﹤0.01% 2064
2026
Q1 		$34.9M Buy
+391,233
New +$32.7M ﹤0.01% 2051

Other funds holding OPY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Capital Management's OPY Position: Q2 2026 in Review

Vanguard Capital Management reduced its Oppenheimer Holdings (OPY) stake by 1.8% in Q2 2026, selling an estimated $701K and leaving 384,352 shares worth $40.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

Vanguard Capital Management first reported a position in OPY in Q1 2026 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Vanguard Capital Management held 384,352 shares of Oppenheimer Holdings worth $40.6M as of Q2 2026.
  • Vanguard Capital Management sold 6,881 Oppenheimer Holdings shares in Q2 2026, an estimated $701K.
  • Oppenheimer Holdings made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #2064 holding.
  • Vanguard Capital Management first reported a position in Oppenheimer Holdings in Q1 2026 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.