OPPENHEIMER & CO INC VFMO VANGUARD WELLINGTON FD

Ownership history in OPPENHEIMER & CO INC  ·  3 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported VANGUARD WELLINGTON FD (VFMO) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.11% in 2026 Q2. The latest visible filing shows VFMO at 0.11% 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 VFMO 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 WELLINGTON FD, 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
2026 Q2

VFMO was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 VFMO — position size vs. price
% of Fund (quarterly)    VFMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 40,457 +33,823 +509.8% 0.11% $10.1M 2026-08-03 $226.69
2025 Q4 ADDED 6,634 +4,114 +163.3% 0.02% $1.3M 2026-02-02 $203.97
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OPPENHEIMER & CO INC and VFMO

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 VFMO?

OPPENHEIMER & CO INC reported VFMO across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

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

The largest reported portfolio weight for VFMO was 0.11% in 2026 Q2.

What is the latest reported VFMO position on this page?

The most recent filing on this page is 2026 Q2, when OPPENHEIMER & CO INC reported 40,457 shares, equal to 0.11% of portfolio, with an estimated market value of $10.1M.

What does the chart on this VFMO ownership page compare?

The chart compares OPPENHEIMER & CO INC's quarterly VFMO 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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