Eastern Bank’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Eastern Bank’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$893K	Buy	11,086 +2,718	+32%	+$211K	0.01%	218
2026 Q1	$601K	Sell	8,368 -268	-3%	-$19.9K	0.01%	253
2025 Q4	$627K	Buy	8,636 +328	+4%	+$23.9K	0.01%	235
2025 Q3	$610K	Hold	8,308	–	–	0.01%	238
2025 Q2	$581K	Buy	8,308 +4,716	+131%	+$310K	0.01%	238
2025 Q1	$232K	Hold	3,592	–	–	﹤0.01%	339
2024 Q4	$237K	Buy	3,592 +156	+5%	+$10.6K	﹤0.01%	338
2024 Q3	$227K	Buy	+3,436	New	+$216K	﹤0.01%	356
2023 Q1	–	Sell	-23,052	Closed	-$1.17M	–	214
2022 Q4	$1.17M	Buy	23,052 +772	+3%	+$39.3K	0.06%	118
2022 Q3	$1.05M	Sell	22,280 -5,032	-18%	-$263K	0.06%	115
2022 Q2	$1.34M	Sell	27,312 -9,672	-26%	-$523K	0.07%	114
2022 Q1	$2.2M	Sell	36,984 -34,044	-48%	-$2M	0.1%	104
2021 Q4	$4.52M	Buy	+71,028	New	+$4.45M	0.2%	85

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Eastern Bank's VO Position: Q2 2026 in Review

Eastern Bank increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 32% in Q2 2026, buying an estimated $211K and bringing the position to 11,086 shares worth $893K. The position accounts for 0.01% of the portfolio, ranked #218.

Eastern Bank first reported a position in VO in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.52M in Q4 2021. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Eastern Bank held 11,086 shares of Vanguard Morningstar Mid-Cap ETF worth $893K as of Q2 2026.
Eastern Bank bought 2,718 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $211K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of Eastern Bank's portfolio in Q2 2026, its #218 holding.
Eastern Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 13 quarters since.
Eastern Bank's Vanguard Morningstar Mid-Cap ETF position peaked at $4.52M in Q4 2021.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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