EH
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Equitable Holdings’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Equitable Holdings’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$68.7M Buy
313,122
+38,633
+14% +$8.61M 0.44% 51
2025
Q4 		$60.3M Sell
274,489
-14,200
-5% -$3.1M 0.41% 52
2025
Q3 		$62.3M Buy
288,689
+23,120
+9% +$4.86M 0.46% 45
2025
Q2 		$54.4M Buy
265,569
+21,036
+9% +$4.08M 0.45% 46
2025
Q1 		$47.4M Buy
244,533
+14,655
+6% +$2.91M 0.45% 43
2024
Q4 		$45M Sell
229,878
-696
-0.3% -$139K 0.43% 49
2024
Q3 		$45.7M Buy
230,574
+19,356
+9% +$3.69M 0.44% 49
2024
Q2 		$38.6M Buy
211,218
+12,192
+6% +$2.19M 0.41% 51
2024
Q1 		$36.3M Buy
199,026
+1,859
+0.9% +$327K 0.41% 51
2023
Q4 		$33.6M Buy
197,167
+11,386
+6% +$1.83M 0.41% 54
2023
Q3 		$28.9M Buy
185,781
+2,605
+1% +$422K 0.41% 54
2023
Q2 		$29.8M Buy
183,176
+5,897
+3% +$923K 0.43% 52
2023
Q1 		$27.3M Sell
177,279
-103,733
-37% -$15.9M 0.44% 53
2022
Q4 		$42.7M Buy
281,012
+94,563
+51% +$14.1M 0.74% 31
2022
Q3 		$25.2M Buy
186,449
+396
+0.2% +$58.9K 0.49% 48
2022
Q2 		$26.7M Buy
186,053
+295
+0.2% +$44.9K 0.51% 44
2022
Q1 		$30.1M Sell
185,758
-12,057
-6% -$1.95M 0.49% 44
2021
Q4 		$34M Sell
197,815
-1,087
-0.5% -$179K 0.54% 36
2021
Q3 		$30.6M Sell
198,902
-64,564
-25% -$10.3M 0.52% 38
2021
Q2 		$40.8M Sell
263,466
-17,402
-6% -$2.67M 0.7% 28
2021
Q1 		$41.3M Sell
280,868
-12,072
-4% -$1.72M 0.87% 25
2020
Q4 		$41.4M Buy
292,940
+9,211
+3% +$1.25M 0.94% 25
2020
Q3 		$36.5M Buy
283,729
+13,435
+5% +$1.69M 0.94% 24
2020
Q2 		$31.7M Buy
270,294
+31,546
+13% +$3.59M 0.91% 25
2020
Q1 		$24.7M Buy
238,748
+25,394
+12% +$3.03M 0.89% 27
2019
Q4 		$26.6M Buy
+213,354
New +$25.8M 0.78% 31

Other funds holding VIG

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Equitable Holdings's VIG Position: Q1 2026 in Review

Equitable Holdings increased its Vanguard Dividend Appreciation ETF (VIG) stake by 14% in Q1 2026, buying an estimated $8.61M and bringing the position to 313,122 shares worth $68.7M. The position accounts for 0.44% of the portfolio, ranked #51.

Equitable Holdings first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Equitable Holdings held 313,122 shares of Vanguard Dividend Appreciation ETF worth $68.7M as of Q1 2026.
  • Equitable Holdings bought 38,633 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $8.61M.
  • Vanguard Dividend Appreciation ETF made up 0.44% of Equitable Holdings's portfolio in Q1 2026, its #51 holding.
  • Equitable Holdings first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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