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

Eastern Bank’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$72K	Buy	213 +90	+73%	+$31.4K	﹤0.01%	567
2026 Q2	$45K	Hold	123	–	–	﹤0.01%	625
2026 Q1	$37.2K	Sell	123 -77	-39%	-$24.2K	﹤0.01%	618
2025 Q4	$60.4K	Buy	200 +77	+63%	+$23.2K	﹤0.01%	538
2025 Q3	$36.6K	Hold	123	–	–	﹤0.01%	615
2025 Q2	$34.1K	Hold	123	–	–	﹤0.01%	603
2025 Q1	$31K	Buy	123 +3	+3%	+$831	﹤0.01%	619
2024 Q4	$33.6K	Hold	120	–	–	﹤0.01%	616
2024 Q3	$32.1K	Buy	+120	New	+$30.7K	﹤0.01%	617

Other funds holding VBK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Eastern Bank's VBK Position: Q3 2026 in Review

Eastern Bank increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 73% in Q3 2026, buying an estimated $31.4K and bringing the position to 213 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Eastern Bank first reported a position in VBK in Q3 2024 and has held it in 9 quarters since. 350 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Eastern Bank held 213 shares of Vanguard Morningstar Small-Cap Growth ETF worth $72K as of Q3 2026.
Eastern Bank bought 90 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $31.4K.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #567 holding.
Eastern Bank first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2024 and has held it in 9 quarters since.
350 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

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