Equitable Holdings’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Equitable Holdings’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$344K	Sell	2,634 -8,261	-76%	-$1.03M	﹤0.01%	1489
2026 Q1	$1.24M	Buy	10,895 +7,977	+273%	+$937K	0.01%	902
2025 Q4	$326K	Buy	2,918 +166	+6%	+$18.4K	﹤0.01%	1283
2025 Q3	$304K	Buy	2,752 +7	+0.3%	+$762	﹤0.01%	1251
2025 Q2	$288K	Buy	2,745 +88	+3%	+$8.75K	﹤0.01%	1205
2025 Q1	$262K	Buy	2,657 +1	+0%	+$105	﹤0.01%	1148
2024 Q4	$280K	Buy	2,656 +137	+5%	+$14.9K	﹤0.01%	1065
2024 Q3	$266K	Sell	2,519 -364	-13%	-$37.2K	﹤0.01%	1083
2024 Q2	$286K	Buy	2,883 +339	+13%	+$33.8K	﹤0.01%	1006
2024 Q1	$262K	Buy	2,544 +71	+3%	+$6.81K	﹤0.01%	998
2023 Q4	$232K	Buy	+2,473	New	+$213K	﹤0.01%	1021
2022 Q4	–	Sell	-3,862	Closed	-$287K	–	927
2022 Q3	$287K	Sell	3,862 -9,722	-72%	-$796K	0.01%	699
2022 Q2	$1.04M	Buy	+13,584	New	+$1.14M	0.02%	404

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Equitable Holdings's IVOO Position: Q2 2026 in Review

Equitable Holdings reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 76% in Q2 2026, selling an estimated $1.03M and leaving 2,634 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Equitable Holdings first reported a position in IVOO in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.24M in Q1 2026. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Equitable Holdings held 2,634 shares of Vanguard S&P Mid-Cap 400 ETF worth $344K as of Q2 2026.
Equitable Holdings sold 8,261 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $1.03M.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1489 holding.
Equitable Holdings first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2022 and has held it in 13 quarters since.
Equitable Holdings's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.24M in Q1 2026.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.