EH
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Equitable Holdings’s Vanguard Energy ETF VDE Stock Holding History

Equitable Holdings’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Sell
7,070
-2,793
-28% -$452K 0.01% 981
2026
Q1 		$1.33M Buy
9,863
+4,201
+74% +$635K 0.01% 875
2025
Q4 		$713K Buy
5,662
+776
+16% +$97.5K ﹤0.01% 983
2025
Q3 		$615K Sell
4,886
-1,052
-18% -$130K ﹤0.01% 1010
2025
Q2 		$707K Sell
5,938
-191
-3% -$22.2K 0.01% 908
2025
Q1 		$795K Buy
6,129
+728
+13% +$91.9K 0.01% 781
2024
Q4 		$655K Buy
5,401
+1,243
+30% +$158K 0.01% 797
2024
Q3 		$509K Buy
4,158
+884
+27% +$111K ﹤0.01% 856
2024
Q2 		$418K Buy
3,274
+90
+3% +$11.7K ﹤0.01% 884
2024
Q1 		$419K Buy
3,184
+1,159
+57% +$139K ﹤0.01% 861
2023
Q4 		$237K Buy
2,025
+356
+21% +$42.7K ﹤0.01% 1010
2023
Q3 		$212K Sell
1,669
-430
-20% -$52.6K ﹤0.01% 993
2023
Q2 		$237K Buy
2,099
+100
+5% +$11.3K ﹤0.01% 929
2023
Q1 		$228K Buy
+1,999
New +$237K ﹤0.01% 882
2021
Q2 		– Sell
-14,918
Closed -$1.01M – 833
2021
Q1 		$1.01M Buy
14,918
+832
+6% +$53.2K 0.02% 347
2020
Q4 		$730K Buy
14,086
+1,121
+9% +$52.4K 0.02% 376
2020
Q3 		$522K Buy
12,965
+119
+0.9% +$5.66K 0.01% 408
2020
Q2 		$646K Sell
12,846
-4,017
-24% -$198K 0.02% 363
2020
Q1 		$644K Buy
16,863
+6,353
+60% +$403K 0.02% 330
2019
Q4 		$856K Buy
+10,510
New +$818K 0.03% 318

Other funds holding VDE

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Equitable Holdings's VDE Position: Q2 2026 in Review

Equitable Holdings reduced its Vanguard Energy ETF (VDE) stake by 28% in Q2 2026, selling an estimated $452K and leaving 7,070 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #981.

Equitable Holdings first reported a position in VDE in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.33M in Q1 2026. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Equitable Holdings held 7,070 shares of Vanguard Energy ETF worth $1.06M as of Q2 2026.
  • Equitable Holdings sold 2,793 Vanguard Energy ETF shares in Q2 2026, an estimated $452K.
  • Vanguard Energy ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #981 holding.
  • Equitable Holdings first reported a position in Vanguard Energy ETF in Q4 2019 and has held it in 20 quarters since.
  • Equitable Holdings's Vanguard Energy ETF position peaked at $1.33M in Q1 2026.
  • 760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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