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Equitable Holdings’s Vanguard US Value Factor ETF VFVA Stock Holding History

Equitable Holdings’s Portfolio VFVA Stock Details VFVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.6M Buy
215,571
+26,729
+14% +$3.69M 0.18% 113
2025
Q4 		$25.1M Buy
188,842
+24,172
+15% +$3.12M 0.17% 121
2025
Q3 		$21M Buy
164,670
+36,760
+29% +$4.56M 0.15% 125
2025
Q2 		$15.1M Buy
127,910
+16,594
+15% +$1.85M 0.12% 147
2025
Q1 		$12.7M Buy
+111,316
New +$13.3M 0.12% 151

Other funds holding VFVA

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $218M AUM 10.22% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Equitable Holdings's VFVA Position: Q1 2026 in Review

Equitable Holdings increased its Vanguard US Value Factor ETF (VFVA) stake by 14% in Q1 2026, buying an estimated $3.69M and bringing the position to 215,571 shares worth $28.6M. The position accounts for 0.18% of the portfolio, ranked #113.

Equitable Holdings first reported a position in VFVA in Q1 2025 and has held it in 5 quarters since. 94 funds tracked by Wall St. Rank hold VFVA as of Q1 2026.

  • Equitable Holdings held 215,571 shares of Vanguard US Value Factor ETF worth $28.6M as of Q1 2026.
  • Equitable Holdings bought 26,729 Vanguard US Value Factor ETF shares in Q1 2026, an estimated $3.69M.
  • Vanguard US Value Factor ETF made up 0.18% of Equitable Holdings's portfolio in Q1 2026, its #113 holding.
  • Equitable Holdings first reported a position in Vanguard US Value Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • 94 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q1 2026.

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