Eastern Bank’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Eastern Bank’s Portfolio ESGV Stock Details ESGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$162K	Sell	1,228 -51	-4%	-$6.5K	﹤0.01%	422
2026 Q1	$144K	Hold	1,279	–	–	﹤0.01%	414
2025 Q4	$155K	Sell	1,279 -113	-8%	-$13.6K	﹤0.01%	398
2025 Q3	$165K	Hold	1,392	–	–	﹤0.01%	385
2025 Q2	$153K	Hold	1,392	–	–	﹤0.01%	386
2025 Q1	$136K	Sell	1,392 -57	-4%	-$5.96K	﹤0.01%	404
2024 Q4	$152K	Sell	1,449 -48	-3%	-$5.04K	﹤0.01%	402
2024 Q3	$152K	Buy	+1,497	New	+$147K	﹤0.01%	404

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Eastern Bank's ESGV Position: Q2 2026 in Review

Eastern Bank reduced its Vanguard ESG US Stock ETF (ESGV) stake by 4% in Q2 2026, selling an estimated $6.5K and leaving 1,228 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Eastern Bank first reported a position in ESGV in Q3 2024 and has held it in 8 quarters since. The position peaked at $165K in Q3 2025. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Eastern Bank held 1,228 shares of Vanguard ESG US Stock ETF worth $162K as of Q2 2026.
Eastern Bank sold 51 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $6.5K.
Vanguard ESG US Stock ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #422 holding.
Eastern Bank first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and has held it in 8 quarters since.
Eastern Bank's Vanguard ESG US Stock ETF position peaked at $165K in Q3 2025.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.