EB
VB icon

Eastern Bank’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Eastern Bank’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$527K Sell
1,851
-658
-26% -$196K 0.01% 275
2026
Q2 		$761K Buy
2,509
+906
+57% +$260K 0.01% 231
2026
Q1 		$420K Buy
1,603
+970
+153% +$263K 0.01% 292
2025
Q4 		$163K Buy
633
+2
+0.3% +$512 ﹤0.01% 391
2025
Q3 		$160K Hold
631
– – ﹤0.01% 390
2025
Q2 		$150K Sell
631
-11
-2% -$2.45K ﹤0.01% 388
2025
Q1 		$142K Sell
642
-74
-10% -$17.7K ﹤0.01% 398
2024
Q4 		$172K Buy
716
+85
+13% +$20.9K ﹤0.01% 382
2024
Q3 		$150K Buy
+631
New +$143K ﹤0.01% 405
2023
Q1 		– Sell
-4,965
Closed -$911K – 213
2022
Q4 		$911K Hold
4,965
– – 0.05% 125
2022
Q3 		$849K Sell
4,965
-1,233
-20% -$233K 0.05% 126
2022
Q2 		$1.09M Sell
6,198
-1,179
-16% -$228K 0.06% 118
2022
Q1 		$1.57M Sell
7,377
-10,216
-58% -$2.15M 0.07% 114
2021
Q4 		$3.98M Buy
+17,593
New +$4M 0.17% 95
2014
Q3 		– Sell
-2,000
Closed -$234K – 223
2014
Q2 		$234K Hold
2,000
– – 0.02% 200
2014
Q1 		$226K Sell
2,000
-167
-8% -$18.5K 0.02% 201
2013
Q4 		$238K Buy
2,167
+167
+8% +$17.8K 0.02% 176
2013
Q3 		$205K Buy
+2,000
New +$199K 0.02% 206

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Eastern Bank's VB Position: Q3 2026 in Review

Eastern Bank reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 26% in Q3 2026, selling an estimated $196K and leaving 1,851 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #275.

Eastern Bank first reported a position in VB in Q3 2013 and has held it in 18 quarters since. The position peaked at $3.98M in Q4 2021. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Eastern Bank held 1,851 shares of Vanguard Morningstar Small-Cap ETF worth $527K as of Q3 2026.
  • Eastern Bank sold 658 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $196K.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #275 holding.
  • Eastern Bank first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2013 and has held it in 18 quarters since.
  • Eastern Bank's Vanguard Morningstar Small-Cap ETF position peaked at $3.98M in Q4 2021.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

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