EH
VTI icon

Equitable Holdings’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Equitable Holdings’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$147M Buy
396,816
+3,396
+0.9% +$1.21M 0.88% 18
2026
Q1 		$132M Sell
393,420
-287
-0.1% -$96.3K 0.85% 19
2025
Q4 		$132M Buy
393,707
+12,831
+3% +$4.27M 0.9% 18
2025
Q3 		$125M Buy
380,876
+20,478
+6% +$6.47M 0.92% 18
2025
Q2 		$110M Buy
360,398
+22,825
+7% +$6.42M 0.9% 19
2025
Q1 		$92.8M Buy
337,573
+34,723
+11% +$10.1M 0.88% 17
2024
Q4 		$87.8M Buy
302,850
+6,156
+2% +$1.8M 0.84% 21
2024
Q3 		$84M Buy
296,694
+30,275
+11% +$8.26M 0.81% 20
2024
Q2 		$71.3M Buy
266,419
+15,557
+6% +$4.03M 0.75% 25
2024
Q1 		$65.2M Sell
250,862
-12,318
-5% -$3.05M 0.73% 29
2023
Q4 		$62.4M Buy
263,180
+19,092
+8% +$4.22M 0.77% 26
2023
Q3 		$51.8M Buy
244,088
+11,913
+5% +$2.64M 0.74% 27
2023
Q2 		$51.1M Buy
232,175
+12,435
+6% +$2.59M 0.74% 28
2023
Q1 		$44.8M Sell
219,740
-39,538
-15% -$7.91M 0.72% 31
2022
Q4 		$49.6M Buy
259,278
+65,764
+34% +$12.7M 0.86% 26
2022
Q3 		$34.7M Sell
193,514
-6,086
-3% -$1.21M 0.68% 32
2022
Q2 		$37.6M Buy
199,600
+16,761
+9% +$3.44M 0.72% 29
2022
Q1 		$41.6M Buy
182,839
+19,039
+12% +$4.28M 0.68% 28
2021
Q4 		$39.5M Buy
163,800
+2,749
+2% +$649K 0.62% 31
2021
Q3 		$35.8M Buy
161,051
+10,189
+7% +$2.32M 0.61% 33
2021
Q2 		$33.6M Buy
150,862
+7,670
+5% +$1.66M 0.58% 36
2021
Q1 		$29.6M Buy
143,192
+1,240
+0.9% +$251K 0.63% 38
2020
Q4 		$27.6M Buy
141,952
+5,742
+4% +$1.05M 0.63% 37
2020
Q3 		$23.2M Buy
136,210
+1,584
+1% +$266K 0.6% 38
2020
Q2 		$21.1M Sell
134,626
-1,104
-0.8% -$163K 0.61% 35
2020
Q1 		$17.5M Sell
135,730
-32,788
-19% -$5.07M 0.63% 36
2019
Q4 		$27.6M Buy
+168,518
New +$26.4M 0.81% 29

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Equitable Holdings's VTI Position: Q2 2026 in Review

Equitable Holdings increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.86% in Q2 2026, buying an estimated $1.21M and bringing the position to 396,816 shares worth $147M. The position accounts for 0.88% of the portfolio, ranked #18.

Equitable Holdings first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Equitable Holdings held 396,816 shares of Vanguard Morningstar Total Stock Market ETF worth $147M as of Q2 2026.
  • Equitable Holdings bought 3,396 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.21M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.88% of Equitable Holdings's portfolio in Q2 2026, its #18 holding.
  • Equitable Holdings first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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