VUG VANGUARD INDEX FDS

Ownership history in Equitable Holdings, Inc.  ·  25 quarters on record

This page tracks every 13F SEC filing in which Equitable Holdings, Inc. reported a position in VANGUARD INDEX FDS (VUG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.91% (2021 Q2)
Avg. % of fund
3.31%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 792,014 -73,122 -8.5% 2.64% $386.4M $487.86
2025 Q3 ADDED 865,136 +15,279 +1.8% 3.05% $414.9M $479.12
2025 Q2 ADDED 849,857 +10,336 +1.2% 3.07% $372.6M $437.49
2025 Q1 ADDED 839,521 +30,692 +3.8% 2.96% $311.3M $369.62
2024 Q4 ADDED 808,829 +13,123 +1.6% 3.16% $332.0M $408.58
2024 Q3 ADDED 795,706 +22,804 +3.0% 2.96% $305.5M $381.70
2024 Q2 ADDED 772,902 +113,049 +17.1% 3.04% $289.1M $371.40
2024 Q1 REDUCED 659,853 -3,209 -0.5% 2.56% $227.1M $341.38
2023 Q4 REDUCED 663,062 -21,904 -3.2% 2.54% $206.1M $307.92
2023 Q3 REDUCED 684,966 -105,261 -13.3% 2.68% $186.5M $269.20
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VUG price (monthly, adj. close)
← Back to Equitable Holdings, Inc. Holdings