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Equitable Holdings’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Equitable Holdings’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.48M Buy
14,836
+855
+6% +$269K 0.03% 467
2025
Q4 		$4.22M Buy
13,981
+2,337
+20% +$705K 0.03% 419
2025
Q3 		$3.47M Buy
11,644
+1,150
+11% +$332K 0.03% 448
2025
Q2 		$2.91M Buy
10,494
+1,731
+20% +$446K 0.02% 467
2025
Q1 		$2.21M Buy
8,763
+654
+8% +$181K 0.02% 483
2024
Q4 		$2.27M Sell
8,109
-258
-3% -$72.9K 0.02% 454
2024
Q3 		$2.24M Buy
8,367
+1,111
+15% +$285K 0.02% 461
2024
Q2 		$1.81M Buy
7,256
+105
+1% +$26.2K 0.02% 487
2024
Q1 		$1.86M Sell
7,151
-1,305
-15% -$321K 0.02% 464
2023
Q4 		$2.04M Buy
8,456
+1,215
+17% +$264K 0.03% 407
2023
Q3 		$1.55M Buy
7,241
+394
+6% +$89.5K 0.02% 430
2023
Q2 		$1.57M Sell
6,847
-396
-5% -$86.2K 0.02% 406
2023
Q1 		$1.57M Buy
7,243
+26
+0.4% +$5.62K 0.03% 382
2022
Q4 		$1.45M Buy
7,217
+661
+10% +$135K 0.03% 361
2022
Q3 		$1.28M Sell
6,556
-1,176
-15% -$252K 0.03% 347
2022
Q2 		$1.52M Sell
7,732
-62
-0.8% -$13.4K 0.03% 309
2022
Q1 		$1.93M Sell
7,794
-489
-6% -$120K 0.03% 288
2021
Q4 		$2.33M Sell
8,283
-1,347
-14% -$386K 0.04% 257
2021
Q3 		$2.7M Buy
9,630
+314
+3% +$89.9K 0.05% 225
2021
Q2 		$2.7M Buy
9,316
+706
+8% +$197K 0.05% 218
2021
Q1 		$2.37M Buy
8,610
+2,137
+33% +$602K 0.05% 221
2020
Q4 		$1.73M Sell
6,473
-633
-9% -$153K 0.04% 248
2020
Q3 		$1.53M Sell
7,106
-2,181
-23% -$461K 0.04% 247
2020
Q2 		$1.85M Sell
9,287
-445
-5% -$80.3K 0.05% 220
2020
Q1 		$1.46M Sell
9,732
-409
-4% -$75.9K 0.05% 210
2019
Q4 		$2.02M Buy
+10,141
New +$1.92M 0.06% 189

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Equitable Holdings's VBK Position: Q1 2026 in Review

Equitable Holdings increased its Vanguard Small-Cap Growth ETF (VBK) stake by 6.1% in Q1 2026, buying an estimated $269K and bringing the position to 14,836 shares worth $4.48M. The position accounts for 0.03% of the portfolio, ranked #467.

Equitable Holdings first reported a position in VBK in Q4 2019 and has held it in 26 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Equitable Holdings held 14,836 shares of Vanguard Small-Cap Growth ETF worth $4.48M as of Q1 2026.
  • Equitable Holdings bought 855 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $269K.
  • Vanguard Small-Cap Growth ETF made up 0.03% of Equitable Holdings's portfolio in Q1 2026, its #467 holding.
  • Equitable Holdings first reported a position in Vanguard Small-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.