EH
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Equitable Holdings’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Equitable Holdings’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$219M Sell
2,542,101
-1,372,287
-35% -$115M 1.31% 9
2026
Q1 		$234M Sell
3,914,388
-837,696
-18% -$65.2M 1.51% 9
2025
Q4 		$386M Sell
4,752,084
-438,732
-8% -$35.6M 2.64% 4
2025
Q3 		$415M Buy
5,190,816
+91,674
+2% +$7.01M 3.05% 3
2025
Q2 		$373M Buy
5,099,142
+62,016
+1% +$4.08M 3.07% 3
2025
Q1 		$311M Buy
5,037,126
+184,152
+4% +$12.4M 2.96% 3
2024
Q4 		$332M Buy
4,852,974
+78,738
+2% +$5.29M 3.16% 4
2024
Q3 		$305M Buy
4,774,236
+136,824
+3% +$8.48M 2.96% 4
2024
Q2 		$289M Buy
4,637,412
+678,294
+17% +$39.6M 3.04% 4
2024
Q1 		$227M Sell
3,959,118
-19,254
-0.5% -$1.06M 2.56% 5
2023
Q4 		$206M Sell
3,978,372
-131,424
-3% -$6.34M 2.54% 6
2023
Q3 		$187M Sell
4,109,796
-631,566
-13% -$29.8M 2.68% 6
2023
Q2 		$224M Sell
4,741,362
-303,522
-6% -$13.2M 3.21% 3
2023
Q1 		$210M Sell
5,044,884
-311,070
-6% -$12.1M 3.35% 2
2022
Q4 		$190M Buy
5,355,954
+26,508
+0.5% +$975K 3.31% 2
2022
Q3 		$190M Buy
5,329,446
+297,240
+6% +$11.9M 3.71% 2
2022
Q2 		$187M Buy
5,032,206
+128,952
+3% +$5.3M 3.57% 2
2022
Q1 		$235M Sell
4,903,254
-48,588
-1% -$2.3M 3.85% 1
2021
Q4 		$265M Sell
4,951,842
-408,822
-8% -$21.3M 4.17% 1
2021
Q3 		$259M Sell
5,360,664
-600,618
-10% -$29.9M 4.42% 1
2021
Q2 		$285M Buy
5,961,282
+2,351,382
+65% +$107M 4.91% 1
2021
Q1 		$155M Sell
3,609,900
-305,736
-8% -$13.1M 3.27% 8
2020
Q4 		$165M Sell
3,915,636
-1,344
-0% -$53.6K 3.76% 6
2020
Q3 		$149M Sell
3,916,980
-204,240
-5% -$7.54M 3.83% 6
2020
Q2 		$139M Sell
4,121,220
-163,086
-4% -$5.02M 4% 3
2020
Q1 		$112M Sell
4,284,306
-138,768
-3% -$4.16M 4.02% 3
2019
Q4 		$134M Buy
+4,423,074
New +$128M 3.92% 3

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Equitable Holdings's VUG Position: Q2 2026 in Review

Equitable Holdings reduced its Vanguard Morningstar Growth ETF (VUG) stake by 35% in Q2 2026, selling an estimated $115M and leaving 2,542,101 shares worth $219M. The position accounts for 1.31% of the portfolio, ranked #9.

Equitable Holdings first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. The position peaked at $415M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Equitable Holdings held 2,542,101 shares of Vanguard Morningstar Growth ETF worth $219M as of Q2 2026.
  • Equitable Holdings sold 1,372,287 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $115M.
  • Vanguard Morningstar Growth ETF made up 1.31% of Equitable Holdings's portfolio in Q2 2026, its #9 holding.
  • Equitable Holdings first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's Vanguard Morningstar Growth ETF position peaked at $415M in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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