Vanguard Personalized Indexing Management
OPY icon

Vanguard Personalized Indexing Management’s Oppenheimer Holdings OPY Stock Holding History

Vanguard Personalized Indexing 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 		$268K Buy
2,544
+46
+2% +$4.68K ﹤0.01% 1758
2026
Q1 		$223K Buy
+2,498
New +$209K ﹤0.01% 1760

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Vanguard Personalized Indexing Management's OPY Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Oppenheimer Holdings (OPY) stake by 1.8% in Q2 2026, buying an estimated $4.68K and bringing the position to 2,544 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Vanguard Personalized Indexing Management first reported a position in OPY in Q1 2026 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold OPY as of Q2 2026.

  • Vanguard Personalized Indexing Management held 2,544 shares of Oppenheimer Holdings worth $268K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 46 Oppenheimer Holdings shares in Q2 2026, an estimated $4.68K.
  • Oppenheimer Holdings made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1758 holding.
  • Vanguard Personalized Indexing Management first reported a position in Oppenheimer Holdings in Q1 2026 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.