EH
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Equitable Holdings’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Equitable Holdings's VUG Position: Q1 2026 in Review

Equitable Holdings reduced its Vanguard Growth ETF (VUG) stake by 18% in Q1 2026, selling an estimated $65.2M and leaving 3,914,388 shares worth $234M. The position accounts for 1.51% of the portfolio, ranked #9.

Equitable Holdings first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. The position peaked at $415M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Equitable Holdings held 3,914,388 shares of Vanguard Growth ETF worth $234M as of Q1 2026.
  • Equitable Holdings sold 837,696 Vanguard Growth ETF shares in Q1 2026, an estimated $65.2M.
  • Vanguard Growth ETF made up 1.51% of Equitable Holdings's portfolio in Q1 2026, its #9 holding.
  • Equitable Holdings first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's Vanguard Growth ETF position peaked at $415M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.