EH
VFH icon

Equitable Holdings’s Vanguard Financials ETF VFH Stock Holding History

Equitable Holdings’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.08M Sell
46,168
-4,584
-9% -$585K 0.04% 401
2026
Q1 		$6.77M Buy
50,752
+30,277
+148% +$3.86M 0.04% 354
2025
Q4 		$2.73M Sell
20,475
-7,031
-26% -$913K 0.02% 536
2025
Q3 		$3.61M Sell
27,506
-556
-2% -$72K 0.03% 432
2025
Q2 		$3.57M Buy
28,062
+1,727
+7% +$206K 0.03% 414
2025
Q1 		$3.15M Buy
26,335
+2,788
+12% +$340K 0.03% 404
2024
Q4 		$2.78M Buy
23,547
+4,588
+24% +$543K 0.03% 403
2024
Q3 		$2.08M Sell
18,959
-448
-2% -$47.5K 0.02% 480
2024
Q2 		$1.94M Sell
19,407
-1,455
-7% -$145K 0.02% 469
2024
Q1 		$2.14M Sell
20,862
-7,186
-26% -$690K 0.02% 432
2023
Q4 		$2.59M Sell
28,048
-4,481
-14% -$377K 0.03% 344
2023
Q3 		$2.61M Buy
32,529
+260
+0.8% +$21.7K 0.04% 301
2023
Q2 		$2.62M Buy
32,269
+448
+1% +$35.2K 0.04% 292
2023
Q1 		$2.48M Buy
31,821
+271
+0.9% +$22.9K 0.04% 283
2022
Q4 		$2.61M Buy
31,550
+602
+2% +$49.7K 0.05% 260
2022
Q3 		$2.3M Sell
30,948
-419
-1% -$34.1K 0.05% 240
2022
Q2 		$2.42M Buy
31,367
+12,688
+68% +$1.07M 0.05% 239
2022
Q1 		$1.74M Buy
18,679
+4,055
+28% +$388K 0.03% 307
2021
Q4 		$1.41M Buy
14,624
+1,801
+14% +$175K 0.02% 341
2021
Q3 		$1.19M Buy
12,823
+1,727
+16% +$159K 0.02% 344
2021
Q2 		$1M Buy
11,096
+1,120
+11% +$101K 0.02% 369
2021
Q1 		$843K Buy
9,976
+131
+1% +$10.4K 0.02% 386
2020
Q4 		$717K Buy
9,845
+2
+0% +$132 0.02% 381
2020
Q3 		$576K Sell
9,843
-4,775
-33% -$284K 0.01% 390
2020
Q2 		$836K Sell
14,618
-984
-6% -$54.7K 0.02% 322
2020
Q1 		$791K Buy
15,602
+6,948
+80% +$473K 0.03% 301
2019
Q4 		$660K Buy
+8,654
New +$632K 0.02% 356

Other funds holding VFH

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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Equitable Holdings's VFH Position: Q2 2026 in Review

Equitable Holdings reduced its Vanguard Financials ETF (VFH) stake by 9% in Q2 2026, selling an estimated $585K and leaving 46,168 shares worth $6.08M. The position accounts for 0.04% of the portfolio, ranked #401.

Equitable Holdings first reported a position in VFH in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.77M in Q1 2026. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Equitable Holdings held 46,168 shares of Vanguard Financials ETF worth $6.08M as of Q2 2026.
  • Equitable Holdings sold 4,584 Vanguard Financials ETF shares in Q2 2026, an estimated $585K.
  • Vanguard Financials ETF made up 0.04% of Equitable Holdings's portfolio in Q2 2026, its #401 holding.
  • Equitable Holdings first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's Vanguard Financials ETF position peaked at $6.77M in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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