Eastern Bank’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Eastern Bank’s Portfolio MGV Stock Details MGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.78K	Hold	17	–	–	﹤0.01%	957
2026 Q1	$2.46K	Sell	17 -931	-98%	-$138K	﹤0.01%	990
2025 Q4	$134K	Buy	948 +931	+5,476%	+$129K	﹤0.01%	419
2025 Q3	$2.34K	Hold	17	–	–	﹤0.01%	952
2025 Q2	$2.23K	Hold	17	–	–	﹤0.01%	874
2025 Q1	$2.19K	Hold	17	–	–	﹤0.01%	921
2024 Q4	$2.12K	Hold	17	–	–	﹤0.01%	891
2024 Q3	$2.18K	Buy	+17	New	+$2.1K	﹤0.01%	869

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Eastern Bank's MGV Position: Q2 2026 in Review

Eastern Bank held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 17 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Eastern Bank first reported a position in MGV in Q3 2024 and has held it in 8 quarters since. The position peaked at $134K in Q4 2025. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Eastern Bank held 17 shares of Vanguard Morningstar Mega Cap Value ETF worth $2.78K as of Q2 2026.
Eastern Bank left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #957 holding.
Eastern Bank first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
Eastern Bank's Vanguard Morningstar Mega Cap Value ETF position peaked at $134K in Q4 2025.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

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