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 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

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

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Eastern Bank's IVOO Position: Q2 2026 in Review

Eastern Bank held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 2,043 shares worth $266K. 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 8 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Eastern Bank held 2,043 shares of Vanguard S&P Mid-Cap 400 ETF worth $266K as of Q2 2026.
Eastern Bank left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 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 8 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

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