EH
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Equitable Holdings’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Equitable Holdings’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$466K Sell
3,388
-2,335
-41% -$296K ﹤0.01% 1357
2026
Q1 		$647K Buy
5,723
+1,442
+34% +$169K ﹤0.01% 1146
2025
Q4 		$475K Sell
4,281
-371
-8% -$41.3K ﹤0.01% 1133
2025
Q3 		$514K Sell
4,652
-192
-4% -$20.5K ﹤0.01% 1064
2025
Q2 		$490K Sell
4,844
-4,517
-48% -$431K ﹤0.01% 1009
2025
Q1 		$903K Buy
9,361
+1,472
+19% +$153K 0.01% 739
2024
Q4 		$837K Sell
7,889
-1,568
-17% -$173K 0.01% 721
2024
Q3 		$1.02M Buy
9,457
+462
+5% +$48.1K 0.01% 675
2024
Q2 		$883K Buy
8,995
+2,462
+38% +$242K 0.01% 681
2024
Q1 		$663K Sell
6,533
-295
-4% -$28.7K 0.01% 724
2023
Q4 		$677K Sell
6,828
-804
-11% -$71.7K 0.01% 677
2023
Q3 		$667K Sell
7,632
-6,710
-47% -$618K 0.01% 638
2023
Q2 		$1.32M Buy
14,342
+697
+5% +$61K 0.02% 449
2023
Q1 		$1.21M Buy
13,645
+5,475
+67% +$501K 0.02% 435
2022
Q4 		$708K Buy
8,170
+46
+0.6% +$4.08K 0.01% 524
2022
Q3 		$656K Sell
8,124
-1,274
-14% -$114K 0.01% 499
2022
Q2 		$799K Buy
9,398
+2,286
+32% +$209K 0.02% 454
2022
Q1 		$704K Sell
7,112
-136
-2% -$13.5K 0.01% 495
2021
Q4 		$762K Sell
7,248
-244
-3% -$25.6K 0.01% 470
2021
Q3 		$755K Buy
7,492
+4,166
+125% +$421K 0.01% 450
2021
Q2 		$345K Buy
3,326
+144
+5% +$14.7K 0.01% 628
2021
Q1 		$316K Buy
3,182
+222
+8% +$21.2K 0.01% 608
2020
Q4 		$248K Buy
+2,960
New +$224K 0.01% 601
2020
Q1 		– Sell
-14,892
Closed -$1.13M – 635
2019
Q4 		$1.13M Buy
+14,892
New +$1.1M 0.03% 276

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Equitable Holdings's VIOO Position: Q2 2026 in Review

Equitable Holdings reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 41% in Q2 2026, selling an estimated $296K and leaving 3,388 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Equitable Holdings first reported a position in VIOO in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.32M in Q2 2023. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Equitable Holdings held 3,388 shares of Vanguard S&P Small-Cap 600 ETF worth $466K as of Q2 2026.
  • Equitable Holdings sold 2,335 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $296K.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1357 holding.
  • Equitable Holdings first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2019 and has held it in 24 quarters since.
  • Equitable Holdings's Vanguard S&P Small-Cap 600 ETF position peaked at $1.32M in Q2 2023.
  • 408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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