EH
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Equitable Holdings’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Equitable Holdings’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.5M Sell
149,692
-174,207
-54% -$58.1M 0.31% 70
2026
Q1 		$84.2M Buy
323,899
+4,007
+1% +$1.25M 0.54% 43
2025
Q4 		$101M Sell
319,892
-15,782
-5% -$4.93M 0.69% 25
2025
Q3 		$103M Buy
335,674
+7,643
+2% +$2.26M 0.76% 20
2025
Q2 		$93.6M Buy
328,031
+7,526
+2% +$1.98M 0.77% 21
2025
Q1 		$82.4M Buy
320,505
+2,294
+0.7% +$621K 0.78% 21
2024
Q4 		$85.8M Sell
318,211
-2,764
-0.9% -$749K 0.82% 22
2024
Q3 		$84.5M Buy
320,975
+30,169
+10% +$7.65M 0.82% 19
2024
Q2 		$72.6M Buy
290,806
+37
+0% +$8.89K 0.76% 23
2024
Q1 		$69.7M Sell
290,769
-9,084
-3% -$2.08M 0.79% 26
2023
Q4 		$65.4M Sell
299,853
-6,707
-2% -$1.37M 0.81% 22
2023
Q3 		$60M Sell
306,560
-28,749
-9% -$5.85M 0.86% 22
2023
Q2 		$68M Sell
335,309
-15,782
-4% -$3.03M 0.98% 20
2023
Q1 		$65.6M Buy
351,091
+9,201
+3% +$1.68M 1.05% 19
2022
Q4 		$59.6M Buy
341,890
+9,595
+3% +$1.68M 1.04% 22
2022
Q3 		$54.4M Buy
332,295
+13,714
+4% +$2.49M 1.06% 20
2022
Q2 		$54.9M Buy
318,581
+4,530
+1% +$850K 1.05% 22
2022
Q1 		$65.5M Buy
314,051
+3,715
+1% +$763K 1.07% 22
2021
Q4 		$68.6M Sell
310,336
-11,839
-4% -$2.54M 1.08% 22
2021
Q3 		$64.7M Sell
322,175
-246
-0.1% -$50.8K 1.1% 23
2021
Q2 		$64.7M Buy
322,421
+15,312
+5% +$2.99M 1.12% 21
2021
Q1 		$56.9M Sell
307,109
-2,059
-0.7% -$373K 1.2% 18
2020
Q4 		$54.3M Buy
309,168
+13,861
+5% +$2.3M 1.24% 16
2020
Q3 		$46.2M Sell
295,307
-14,651
-5% -$2.26M 1.19% 18
2020
Q2 		$44.3M Sell
309,958
-43,189
-12% -$5.84M 1.28% 15
2020
Q1 		$41.8M Sell
353,147
-10,291
-3% -$1.45M 1.5% 14
2019
Q4 		$53.7M Buy
+363,438
New +$51.4M 1.57% 13

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Equitable Holdings's VV Position: Q2 2026 in Review

Equitable Holdings reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 54% in Q2 2026, selling an estimated $58.1M and leaving 149,692 shares worth $51.5M. The position accounts for 0.31% of the portfolio, ranked #70.

Equitable Holdings first reported a position in VV in Q4 2019 and has held it in 27 quarters since. The position peaked at $103M in Q3 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Equitable Holdings held 149,692 shares of Vanguard Morningstar Large-Cap ETF worth $51.5M as of Q2 2026.
  • Equitable Holdings sold 174,207 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $58.1M.
  • Vanguard Morningstar Large-Cap ETF made up 0.31% of Equitable Holdings's portfolio in Q2 2026, its #70 holding.
  • Equitable Holdings first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's Vanguard Morningstar Large-Cap ETF position peaked at $103M in Q3 2025.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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