EH
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Equitable Holdings’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Equitable Holdings’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$108M Sell
686,126
-6,097
-0.9% -$953K 0.65% 33
2026
Q1 		$99.4M Buy
692,223
+38,970
+6% +$5.86M 0.64% 35
2025
Q4 		$93.8M Buy
653,253
+32,299
+5% +$4.59M 0.64% 32
2025
Q3 		$87.5M Buy
620,954
+30,547
+5% +$4.2M 0.64% 29
2025
Q2 		$78.7M Buy
590,407
+58,195
+11% +$7.37M 0.65% 28
2025
Q1 		$68.6M Buy
532,212
+25,721
+5% +$3.37M 0.65% 31
2024
Q4 		$64.6M Buy
506,491
+22,669
+5% +$2.96M 0.62% 35
2024
Q3 		$62M Buy
483,822
+10,603
+2% +$1.31M 0.6% 39
2024
Q2 		$56.1M Buy
473,219
+23,351
+5% +$2.77M 0.59% 38
2024
Q1 		$54.4M Sell
449,868
-4,979
-1% -$570K 0.61% 38
2023
Q4 		$50.8M Buy
454,847
+35,708
+9% +$3.75M 0.63% 35
2023
Q3 		$43.3M Buy
419,139
+23,095
+6% +$2.48M 0.62% 35
2023
Q2 		$42M Buy
396,044
+30,023
+8% +$3.15M 0.6% 37
2023
Q1 		$38.6M Buy
366,021
+27,904
+8% +$3M 0.62% 36
2022
Q4 		$36.6M Buy
338,117
+7,782
+2% +$828K 0.64% 38
2022
Q3 		$31.3M Buy
330,335
+6,236
+2% +$648K 0.61% 36
2022
Q2 		$33M Buy
324,099
+20,272
+7% +$2.2M 0.63% 34
2022
Q1 		$34.1M Buy
303,827
+67,025
+28% +$7.48M 0.56% 38
2021
Q4 		$26.5M Buy
236,802
+17,514
+8% +$1.91M 0.42% 49
2021
Q3 		$22.7M Sell
219,288
-9,986
-4% -$1.06M 0.39% 50
2021
Q2 		$24M Buy
229,274
+6,616
+3% +$695K 0.41% 47
2021
Q1 		$22.5M Buy
222,658
+3,657
+2% +$353K 0.48% 46
2020
Q4 		$20M Sell
219,001
-21,156
-9% -$1.84M 0.46% 45
2020
Q3 		$19.4M Sell
240,157
-8,185
-3% -$670K 0.5% 44
2020
Q2 		$19.6M Sell
248,342
-45,886
-16% -$3.57M 0.56% 41
2020
Q1 		$20.8M Buy
294,228
+6,242
+2% +$536K 0.75% 33
2019
Q4 		$27M Buy
+287,986
New +$26.1M 0.79% 30

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Equitable Holdings's VYM Position: Q2 2026 in Review

Equitable Holdings reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.88% in Q2 2026, selling an estimated $953K and leaving 686,126 shares worth $108M. The position accounts for 0.65% of the portfolio, ranked #33.

Equitable Holdings first reported a position in VYM in Q4 2019 and has held it in 27 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Equitable Holdings held 686,126 shares of Vanguard High Dividend Yield ETF worth $108M as of Q2 2026.
  • Equitable Holdings sold 6,097 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $953K.
  • Vanguard High Dividend Yield ETF made up 0.65% of Equitable Holdings's portfolio in Q2 2026, its #33 holding.
  • Equitable Holdings first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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