EH
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Equitable Holdings’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Equitable Holdings’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$120M Sell
1,492,990
-10,806
-0.7% -$838K 0.72% 28
2026
Q1 		$109M Buy
1,503,796
+150,112
+11% +$11.2M 0.7% 27
2025
Q4 		$98.2M Buy
1,353,684
+4,996
+0.4% +$363K 0.67% 29
2025
Q3 		$99M Buy
1,348,688
+62,748
+5% +$4.51M 0.73% 23
2025
Q2 		$90M Buy
1,285,940
+60,308
+5% +$3.96M 0.74% 23
2025
Q1 		$79.2M Buy
1,225,632
+97,928
+9% +$6.57M 0.75% 24
2024
Q4 		$74.5M Buy
1,127,704
+47,240
+4% +$3.21M 0.71% 28
2024
Q3 		$71.3M Buy
1,080,464
+77,276
+8% +$4.85M 0.69% 31
2024
Q2 		$60.7M Buy
1,003,188
+50,756
+5% +$3.08M 0.64% 32
2024
Q1 		$59.5M Buy
952,432
+2,220
+0.2% +$131K 0.67% 35
2023
Q4 		$55.3M Buy
950,212
+14,852
+2% +$794K 0.68% 32
2023
Q3 		$48.7M Buy
935,360
+19,168
+2% +$1.05M 0.7% 31
2023
Q2 		$50.4M Buy
916,192
+83,720
+10% +$4.39M 0.72% 29
2023
Q1 		$43.9M Buy
832,472
+68,460
+9% +$3.64M 0.7% 32
2022
Q4 		$38.9M Buy
764,012
+69,920
+10% +$3.56M 0.68% 34
2022
Q3 		$32.6M Buy
694,092
+55,248
+9% +$2.89M 0.64% 33
2022
Q2 		$31.5M Buy
638,844
+92,740
+17% +$5.01M 0.6% 37
2022
Q1 		$32.5M Buy
546,104
+37,876
+7% +$2.22M 0.53% 39
2021
Q4 		$32.4M Buy
508,228
+53,228
+12% +$3.34M 0.51% 38
2021
Q3 		$26.9M Sell
455,000
-184,780
-29% -$11.2M 0.46% 44
2021
Q2 		$38M Buy
639,780
+22,032
+4% +$1.28M 0.65% 32
2021
Q1 		$34.2M Buy
617,748
+10,848
+2% +$589K 0.72% 32
2020
Q4 		$31.4M Sell
606,900
-10,772
-2% -$522K 0.71% 31
2020
Q3 		$27.2M Sell
617,672
-6,816
-1% -$297K 0.7% 30
2020
Q2 		$25.6M Buy
624,488
+7,512
+1% +$288K 0.74% 30
2020
Q1 		$20.3M Buy
616,976
+41,004
+7% +$1.7M 0.73% 34
2019
Q4 		$25.7M Buy
+575,972
New +$24.7M 0.75% 32

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Equitable Holdings's VO Position: Q2 2026 in Review

Equitable Holdings reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.72% in Q2 2026, selling an estimated $838K and leaving 1,492,990 shares worth $120M. The position accounts for 0.72% of the portfolio, ranked #28.

Equitable Holdings first reported a position in VO in Q4 2019 and has held it in 27 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Equitable Holdings held 1,492,990 shares of Vanguard Morningstar Mid-Cap ETF worth $120M as of Q2 2026.
  • Equitable Holdings sold 10,806 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $838K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.72% of Equitable Holdings's portfolio in Q2 2026, its #28 holding.
  • Equitable Holdings first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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