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Equitable Holdings’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Equitable Holdings’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$127M Sell
419,138
-4,184
-1% -$1.2M 0.76% 26
2026
Q1 		$109M Buy
423,322
+36,014
+9% +$9.75M 0.7% 26
2025
Q4 		$99.9M Buy
387,308
+16,092
+4% +$4.12M 0.68% 27
2025
Q3 		$94.4M Buy
371,216
+18,147
+5% +$4.5M 0.69% 27
2025
Q2 		$83.7M Buy
353,069
+36,120
+11% +$8.06M 0.69% 27
2025
Q1 		$70.3M Sell
316,949
-6,350
-2% -$1.52M 0.67% 29
2024
Q4 		$77.7M Buy
323,299
+16,400
+5% +$4.04M 0.74% 26
2024
Q3 		$72.8M Buy
306,899
+27,709
+10% +$6.3M 0.7% 29
2024
Q2 		$60.9M Buy
279,190
+16,129
+6% +$3.54M 0.64% 31
2024
Q1 		$60.1M Sell
263,061
-675
-0.3% -$145K 0.68% 34
2023
Q4 		$56.3M Buy
263,736
+7,910
+3% +$1.52M 0.69% 31
2023
Q3 		$48.4M Buy
255,826
+11,835
+5% +$2.36M 0.69% 32
2023
Q2 		$48.5M Buy
243,991
+3,760
+2% +$711K 0.7% 30
2023
Q1 		$45.5M Buy
240,231
+13,810
+6% +$2.68M 0.73% 29
2022
Q4 		$41.6M Buy
226,421
+5,676
+3% +$1.05M 0.72% 32
2022
Q3 		$37.7M Buy
220,745
+9,363
+4% +$1.77M 0.74% 29
2022
Q2 		$37.2M Buy
211,382
+19,053
+10% +$3.68M 0.71% 30
2022
Q1 		$40.9M Buy
192,329
+23,307
+14% +$4.91M 0.67% 30
2021
Q4 		$38.2M Buy
169,022
+13,413
+9% +$3.05M 0.6% 32
2021
Q3 		$34M Buy
155,609
+8,690
+6% +$1.93M 0.58% 35
2021
Q2 		$33.1M Buy
146,919
+13,599
+10% +$3.01M 0.57% 37
2021
Q1 		$28.5M Buy
133,320
+2,176
+2% +$458K 0.6% 39
2020
Q4 		$25.5M Buy
131,144
+2,947
+2% +$520K 0.58% 38
2020
Q3 		$19.7M Buy
128,197
+3,101
+2% +$476K 0.51% 43
2020
Q2 		$18.2M Sell
125,096
-249
-0.2% -$33.4K 0.52% 44
2020
Q1 		$14.5M Buy
125,345
+3,079
+3% +$463K 0.52% 41
2019
Q4 		$20.3M Buy
+122,266
New +$19.5M 0.59% 38

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Equitable Holdings's VB Position: Q2 2026 in Review

Equitable Holdings reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.99% in Q2 2026, selling an estimated $1.2M and leaving 419,138 shares worth $127M. The position accounts for 0.76% of the portfolio, ranked #26.

Equitable Holdings first reported a position in VB in Q4 2019 and has held it in 27 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Equitable Holdings held 419,138 shares of Vanguard Morningstar Small-Cap ETF worth $127M as of Q2 2026.
  • Equitable Holdings sold 4,184 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.2M.
  • Vanguard Morningstar Small-Cap ETF made up 0.76% of Equitable Holdings's portfolio in Q2 2026, its #26 holding.
  • Equitable Holdings first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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