Vanguard Personalized Indexing Management, LLC
Position in OPY — Oppenheimer Holdings Inc
CIK 1767306
OAKLAND, CA
Position in OPY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$268,493
+$45,697 QoQ
Shares Held
2,544
+1.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 120 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in OPY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $160,104,836 across 36 Capital Markets names. OPY ranks #28 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
54,465 | $55,084,267 | |
| 2 | MS |
Morgan Stanley
|
214,934 | $44,929,803 | |
| 3 | SCHW |
Schwab Charles Corp
|
198,471 | $18,312,919 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
80,724 | $8,095,002 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
51,842 | $4,512,327 | |
| 6 | EVR |
Evercore Inc.
|
12,677 | $4,328,434 | |
| 7 | NMR |
Nomura Holdings Inc
|
374,709 | $3,289,945 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
7,740 | $2,180,203 |
All Filings in OPY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,493 | 2,544 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $222,796 | 2,498 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||