Eastern Bank’s Vanguard Industrials ETF VIS Stock Holding History

Eastern Bank’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$107K	Hold	296	–	–	﹤0.01%	495
2026 Q1	$92.4K	Hold	296	–	–	﹤0.01%	477
2025 Q4	$88.3K	Hold	296	–	–	﹤0.01%	482
2025 Q3	$87.7K	Hold	296	–	–	﹤0.01%	470
2025 Q2	$82.9K	Hold	296	–	–	﹤0.01%	471
2025 Q1	$73.3K	Hold	296	–	–	﹤0.01%	499
2024 Q4	$75.3K	Buy	+296	New	+$78.8K	﹤0.01%	503

Other funds holding VIS

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return