EH
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Equitable Holdings’s Vanguard Morningstar 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
Q2 		$5.92M Buy
16,183
+1,347
+9% +$459K 0.04% 405
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Equitable Holdings's VBK Position: Q2 2026 in Review

Equitable Holdings increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 9.1% in Q2 2026, buying an estimated $459K and bringing the position to 16,183 shares worth $5.92M. The position accounts for 0.04% of the portfolio, ranked #405.

Equitable Holdings first reported a position in VBK in Q4 2019 and has held it in 27 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Equitable Holdings held 16,183 shares of Vanguard Morningstar Small-Cap Growth ETF worth $5.92M as of Q2 2026.
  • Equitable Holdings bought 1,347 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $459K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Equitable Holdings's portfolio in Q2 2026, its #405 holding.
  • Equitable Holdings first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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