EB
IVOO icon

Eastern Bank’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Eastern Bank’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$249K Hold
2,043
– – ﹤0.01% 362
2026
Q2 		$266K Hold
2,043
– – ﹤0.01% 362
2026
Q1 		$234K Hold
2,043
– – ﹤0.01% 353
2025
Q4 		$228K Hold
2,043
– – ﹤0.01% 346
2025
Q3 		$226K Hold
2,043
– – ﹤0.01% 342
2025
Q2 		$214K Hold
2,043
– – ﹤0.01% 348
2025
Q1 		$202K Sell
2,043
-108
-5% -$11.4K ﹤0.01% 356
2024
Q4 		$227K Hold
2,151
– – ﹤0.01% 343
2024
Q3 		$227K Buy
+2,151
New +$220K ﹤0.01% 355

Other funds holding IVOO

VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Eastern Bank's IVOO Position: Q3 2026 in Review

Eastern Bank held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q3 2026 at 2,043 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Eastern Bank first reported a position in IVOO in Q3 2024 and has held it in 9 quarters since. The position peaked at $266K in Q2 2026. 12 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

  • Eastern Bank held 2,043 shares of Vanguard S&P Mid-Cap 400 ETF worth $249K as of Q3 2026.
  • Eastern Bank left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q3 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #362 holding.
  • Eastern Bank first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2024 and has held it in 9 quarters since.
  • Eastern Bank's Vanguard S&P Mid-Cap 400 ETF position peaked at $266K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.