EB
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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

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 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. 132 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.
  • 132 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.