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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Eastern Bank's VB Position: Q2 2026 in Review

Eastern Bank increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 57% in Q2 2026, buying an estimated $260K and bringing the position to 2,509 shares worth $761K. The position accounts for 0.01% of the portfolio, ranked #231.

Eastern Bank first reported a position in VB in Q3 2013 and has held it in 17 quarters since. The position peaked at $3.98M in Q4 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Eastern Bank held 2,509 shares of Vanguard Morningstar Small-Cap ETF worth $761K as of Q2 2026.
  • Eastern Bank bought 906 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $260K.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Eastern Bank's portfolio in Q2 2026, its #231 holding.
  • Eastern Bank first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2013 and has held it in 17 quarters since.
  • Eastern Bank's Vanguard Morningstar Small-Cap ETF position peaked at $3.98M in Q4 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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