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Vanguard Wellington shares owned by Equitable Holdings

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Equitable Holdings from 13F filings

Historical chart of Equitable Holdings investment in Vanguard Wellington

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All positions including Vanguard Wellington held by Equitable Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Equitable Holdings

Quarter filed Position value Share count Share price at filing
2026-03-31 $657k 6.5k 101.57
2025-12-31 $391k 3.9k 101.58

More positions owned by Equitable Holdings

Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Amazon (AMZN)
Vanguard World Inf Tech Etf (VGT)

View all positions for Equitable Holdings

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Bank of America Corporation
Gleason Group
Raymond James Financial
TIAA Wealth Investment Management
Karpus Investment Management
Seeds Investor
CI Private Wealth
Wells Fargo & Company
Cetera Investment Advisers
Morgan Stanley
Beaird Harris Wealth Management
Savant Capital Management
Branch Banking & Trust Company

View all funds holding Vanguard Wellington