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

Eastern Bank’s Portfolio IVOV Stock Details IVOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-56	Closed	-$6.39K	–	1127
2026 Q2	$6.39K	Hold	56	–	–	﹤0.01%	907
2026 Q1	$5.71K	Sell	56 -700	-93%	-$73.6K	﹤0.01%	922
2025 Q4	$76.4K	Hold	756	–	–	﹤0.01%	505
2025 Q3	$76.2K	Sell	756 -89	-11%	-$8.81K	﹤0.01%	491
2025 Q2	$80.7K	Sell	845 -160	-16%	-$14.5K	﹤0.01%	478
2025 Q1	$92.5K	Sell	1,005 -335	-25%	-$32.2K	﹤0.01%	465
2024 Q4	$128K	Buy	1,340 +700	+109%	+$69.2K	﹤0.01%	423
2024 Q3	$61.3K	Buy	+640	New	+$58.7K	﹤0.01%	533

Other funds holding IVOV

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

Eastern Bank's IVOV Position: Q3 2026 in Review

Eastern Bank sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q3 2026, closing a stake of 56 shares — an estimated $6.39K sold.

Eastern Bank first reported a position in IVOV in Q3 2024 and held it in 8 quarters. The position peaked at $128K in Q4 2024. 46 funds tracked by Wall St. Rank hold IVOV as of Q3 2026.

Eastern Bank reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q3 2026 after selling out during the quarter.
Eastern Bank sold 56 Vanguard S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $6.39K.
Eastern Bank first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2024 and held it in 8 quarters.
Eastern Bank's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $128K in Q4 2024.
46 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2026.

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