EH
VIOV icon

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

Equitable Holdings’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$442K Buy
4,520
+173
+4% +$18K ﹤0.01% 1300
2025
Q4 		$425K Buy
4,347
+182
+4% +$17.6K ﹤0.01% 1169
2025
Q3 		$397K Hold
4,165
– – ﹤0.01% 1154
2025
Q2 		$356K Buy
4,165
+484
+13% +$39.3K ﹤0.01% 1125
2025
Q1 		$309K Sell
3,681
-450
-11% -$40.8K ﹤0.01% 1086
2024
Q4 		$386K Hold
4,131
– – ﹤0.01% 957
2024
Q3 		$382K Buy
4,131
+77
+2% +$6.88K ﹤0.01% 951
2024
Q2 		$339K Sell
4,054
-112
-3% -$9.48K ﹤0.01% 957
2024
Q1 		$368K Buy
4,166
+509
+14% +$43.4K ﹤0.01% 903
2023
Q4 		$324K Sell
3,657
-120
-3% -$9.44K ﹤0.01% 919
2023
Q3 		$291K Buy
3,777
+32
+0.9% +$2.63K ﹤0.01% 881
2023
Q2 		$308K Buy
3,745
+150
+4% +$11.9K ﹤0.01% 839
2023
Q1 		$290K Sell
3,595
-189
-5% -$15.9K ﹤0.01% 809
2022
Q4 		$297K Sell
3,784
-158
-4% -$12.6K 0.01% 740
2022
Q3 		$281K Sell
3,942
-300
-7% -$24K 0.01% 712
2022
Q2 		$326K Buy
4,242
+1,058
+33% +$87.8K 0.01% 664
2022
Q1 		$282K Sell
3,184
-44
-1% -$3.88K ﹤0.01% 733
2021
Q4 		$291K Buy
3,228
+428
+15% +$38.8K ﹤0.01% 713
2021
Q3 		$244K Sell
2,800
-18
-0.6% -$1.57K ﹤0.01% 739
2021
Q2 		$257K Buy
2,818
+396
+16% +$35.8K ﹤0.01% 710
2021
Q1 		$211K Buy
+2,422
New +$198K ﹤0.01% 711

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Equitable Holdings's VIOV Position: Q1 2026 in Review

Equitable Holdings increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 4% in Q1 2026, buying an estimated $18K and bringing the position to 4,520 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Equitable Holdings first reported a position in VIOV in Q1 2021 and has held it in 21 quarters since. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Equitable Holdings held 4,520 shares of Vanguard S&P Small-Cap 600 Value ETF worth $442K as of Q1 2026.
  • Equitable Holdings bought 173 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $18K.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1300 holding.
  • Equitable Holdings first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

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