EB
IVOV icon

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
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

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Eastern Bank's IVOV Position: Q2 2026 in Review

Eastern Bank held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q2 2026 at 56 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Eastern Bank first reported a position in IVOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $128K in Q4 2024. 19 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • Eastern Bank held 56 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $6.39K as of Q2 2026.
  • Eastern Bank left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #907 holding.
  • Eastern Bank first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 8 quarters since.
  • Eastern Bank's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $128K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

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