VOO VANGUARD INDEX FDS

Ownership history in OPPENHEIMER & CO INC  ·  44 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported VANGUARD INDEX FDS (VOO) in 44 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.83% in 2025 Q4. The latest visible filing shows VOO at 0.83% 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 OPPENHEIMER & CO INC'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
2025 Q4

VOO was reported at 0.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% 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
2023 Q4 to 2025 Q4

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 OPPENHEIMER & CO INC 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 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 92,739 +6,713 +7.8% 0.83% $58.2M 2026-02-14 (Est.) $624.92
2025 Q3 ADDED 86,026 +7,293 +9.3% 0.64% $52.7M 2025-11-06 $612.57
2025 Q2 ADDED 78,733 +6,050 +8.3% 0.59% $44.7M 2025-07-31 $575.91
2025 Q1 ADDED 72,683 +12,617 +21.0% 0.56% $37.4M 2025-04-23 $486.24
2024 Q4 ADDED 60,066 +2,970 +5.2% 0.48% $32.4M 2025-02-05 $547.14
2024 Q3 REDUCED 57,096 -1,728 -2.9% 0.46% $30.1M 2024-11-05 $520.35
2024 Q2 ADDED 58,824 +744 +1.3% 0.47% $29.4M 2024-08-08 $477.27
2024 Q1 ADDED 58,080 +2,280 +4.1% 0.46% $27.9M 2024-05-07 $463.56
2023 Q4 ADDED 55,800 +5,891 +11.8% 0.45% $24.4M 2024-02-13 $441.24
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OPPENHEIMER & CO INC and VOO

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

How long has OPPENHEIMER & CO INC reported owning VOO?

OPPENHEIMER & CO INC reported VOO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VOO position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for VOO was 0.83% in 2025 Q4.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when OPPENHEIMER & CO INC reported 92,739 shares, equal to 0.83% of portfolio, with an estimated market value of $58.2M.

What does the chart on this VOO ownership page compare?

The chart compares OPPENHEIMER & CO INC'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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