Equitable Trust’s Vanguard S&P 500 ETF VOO Stock Holding History

Equitable Trust’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$214M	Sell	304,748 -9,249	-3%	-$6.46M	8.98%	1
2026 Q2	$216M	Sell	313,997 -1,929	-0.6%	-$1.29M	9%	1
2026 Q1	$189M	Sell	315,926 -7,499	-2%	-$4.69M	8.71%	1
2025 Q4	$203M	Buy	323,425 +9,238	+3%	+$5.74M	9.06%	1
2025 Q3	$192M	Sell	314,187 -2,970	-0.9%	-$1.75M	8.84%	1
2025 Q2	$180M	Buy	317,157 +71,294	+29%	+$37.5M	8.98%	1
2025 Q1	$126M	Buy	245,863 +3,905	+2%	+$2.11M	7%	2
2024 Q4	$130M	Buy	+241,958	New	+$131M	7.28%	1

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Human Investing Lake Oswego, Oregon $787M AUM 12.01% 1-Year Est. Return

Equitable Trust's VOO Position: Q3 2026 in Review

Equitable Trust reduced its Vanguard S&P 500 ETF (VOO) stake by 2.9% in Q3 2026, selling an estimated $6.46M and leaving 304,748 shares worth $214M. The position accounts for 8.98% of the portfolio, ranked #1.

Equitable Trust first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. The position peaked at $216M in Q2 2026. 872 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Equitable Trust held 304,748 shares of Vanguard S&P 500 ETF worth $214M as of Q3 2026.
Equitable Trust sold 9,249 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $6.46M.
Vanguard S&P 500 ETF made up 8.98% of Equitable Trust's portfolio in Q3 2026, its #1 holding.
Equitable Trust first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Equitable Trust's Vanguard S&P 500 ETF position peaked at $216M in Q2 2026.
872 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.