Equitable Holdings’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Equitable Holdings’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55.8M	Sell	182,169 -15,619	-8%	-$4.51M	0.33%	62
2026 Q1	$8.8M	Buy	197,788 +10,987	+6%	+$3.02M	0.06%	300
2025 Q4	$52.1M	Buy	186,801 +4,639	+3%	+$1.33M	0.36%	62
2025 Q3	$53.5M	Buy	182,162 +1,574	+0.9%	+$454K	0.39%	52
2025 Q2	$51.4M	Sell	180,588 -6,375	-3%	-$1.64M	0.42%	47
2025 Q1	$45.7M	Buy	186,963 +26,984	+17%	+$7.02M	0.43%	49
2024 Q4	$40.6M	Sell	159,979 -1,918	-1%	-$494K	0.39%	56
2024 Q3	$39.4M	Sell	161,897 -6,456	-4%	-$1.5M	0.38%	55
2024 Q2	$38.6M	Buy	168,353 +27,270	+19%	+$6.25M	0.41%	50
2024 Q1	$33.3M	Buy	141,083 +3,764	+3%	+$843K	0.37%	55
2023 Q4	$30.2M	Sell	137,319 -5,394	-4%	-$1.08M	0.37%	60
2023 Q3	$27.8M	Sell	142,713 -20,454	-13%	-$4.18M	0.4%	56
2023 Q2	$33.6M	Buy	163,167 +5,120	+3%	+$992K	0.48%	48
2023 Q1	$30.8M	Buy	158,047 +8,533	+6%	+$1.63M	0.49%	47
2022 Q4	$26.9M	Sell	149,514 -164	-0.1%	-$29.7K	0.47%	53
2022 Q3	$25.5M	Buy	149,678 +21,586	+17%	+$4.09M	0.5%	45
2022 Q2	$22.5M	Buy	128,092 +11,352	+10%	+$2.2M	0.43%	54
2022 Q1	$26M	Buy	116,740 +11,476	+11%	+$2.53M	0.43%	49
2021 Q4	$26.8M	Buy	105,264 +3,624	+4%	+$913K	0.42%	47
2021 Q3	$24M	Buy	101,640 +5,558	+6%	+$1.35M	0.41%	47
2021 Q2	$22.7M	Buy	96,082 +8,431	+10%	+$1.89M	0.39%	48
2021 Q1	$18.8M	Sell	87,651 -29,093	-25%	-$6.31M	0.4%	48
2020 Q4	$24.8M	Buy	116,744 +3,773	+3%	+$743K	0.56%	40
2020 Q3	$20.4M	Sell	112,971 -827	-0.7%	-$146K	0.53%	40
2020 Q2	$18.8M	Buy	113,798 +447	+0.4%	+$67.6K	0.54%	43
2020 Q1	$14.4M	Buy	113,351 +1,484	+1%	+$225K	0.52%	44
2019 Q4	$17.8M	Buy	+111,867	New	+$17.1M	0.52%	41

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Equitable Holdings's VOT Position: Q2 2026 in Review

Equitable Holdings reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 7.9% in Q2 2026, selling an estimated $4.51M and leaving 182,169 shares worth $55.8M. The position accounts for 0.33% of the portfolio, ranked #62.

Equitable Holdings first reported a position in VOT in Q4 2019 and has held it in 27 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Equitable Holdings held 182,169 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $55.8M as of Q2 2026.
Equitable Holdings sold 15,619 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.51M.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.33% of Equitable Holdings's portfolio in Q2 2026, its #62 holding.
Equitable Holdings first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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