EH
VPU

Equitable Holdings’s Vanguard Utilities ETF VPU Stock Holding History

Equitable Holdings’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.35M Sell
12,003
-2,170
-15% -$426K 0.01% 679
2026
Q1 		$2.64M Buy
14,173
+4,088
+41% +$794K 0.02% 635
2025
Q4 		$1.87M Buy
10,085
+2,048
+25% +$393K 0.01% 660
2025
Q3 		$1.52M Buy
8,037
+846
+12% +$155K 0.01% 705
2025
Q2 		$1.27M Buy
7,191
+821
+13% +$142K 0.01% 728
2025
Q1 		$1.09M Buy
6,370
+878
+16% +$148K 0.01% 689
2024
Q4 		$898K Buy
5,492
+313
+6% +$53.6K 0.01% 702
2024
Q3 		$901K Sell
5,179
-16
-0.3% -$2.57K 0.01% 702
2024
Q2 		$768K Sell
5,195
-247
-5% -$36.8K 0.01% 709
2024
Q1 		$776K Sell
5,442
-734
-12% -$99.2K 0.01% 683
2023
Q4 		$847K Sell
6,176
-538
-8% -$71K 0.01% 626
2023
Q3 		$856K Buy
6,714
+663
+11% +$92.7K 0.01% 579
2023
Q2 		$860K Sell
6,051
-784
-11% -$115K 0.01% 553
2023
Q1 		$1.01M Buy
6,835
+2,038
+42% +$302K 0.02% 464
2022
Q4 		$736K Buy
4,797
+2,311
+93% +$342K 0.01% 517
2022
Q3 		$354K Buy
2,486
+364
+17% +$58K 0.01% 650
2022
Q2 		$323K Buy
2,122
+47
+2% +$7.4K 0.01% 668
2022
Q1 		$336K Buy
2,075
+52
+3% +$7.86K 0.01% 685
2021
Q4 		$316K Buy
2,023
+140
+7% +$20.6K 0.01% 688
2021
Q3 		$262K Buy
1,883
+259
+16% +$37.8K ﹤0.01% 717
2021
Q2 		$225K Buy
1,624
+119
+8% +$17.1K ﹤0.01% 748
2021
Q1 		$211K Buy
+1,505
New +$205K ﹤0.01% 712
2020
Q4 		– Sell
-1,667
Closed -$215K – 703
2020
Q3 		$215K Sell
1,667
-326
-16% -$42.2K 0.01% 580
2020
Q2 		$246K Buy
+1,993
New +$252K 0.01% 545

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Equitable Holdings's VPU Position: Q2 2026 in Review

Equitable Holdings reduced its Vanguard Utilities ETF (VPU) stake by 15% in Q2 2026, selling an estimated $426K and leaving 12,003 shares worth $2.35M. The position accounts for 0.01% of the portfolio, ranked #679.

Equitable Holdings first reported a position in VPU in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.64M in Q1 2026. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Equitable Holdings held 12,003 shares of Vanguard Utilities ETF worth $2.35M as of Q2 2026.
  • Equitable Holdings sold 2,170 Vanguard Utilities ETF shares in Q2 2026, an estimated $426K.
  • Vanguard Utilities ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #679 holding.
  • Equitable Holdings first reported a position in Vanguard Utilities ETF in Q2 2020 and has held it in 24 quarters since.
  • Equitable Holdings's Vanguard Utilities ETF position peaked at $2.64M in Q1 2026.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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