Eastern Bank
VO icon

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
Q3 		$624K Sell
7,958
-3,128
-28% -$254K 0.01% 252
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

Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Eastern Bank's VO Position: Q3 2026 in Review

Eastern Bank reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 28% in Q3 2026, selling an estimated $254K and leaving 7,958 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #252.

Eastern Bank first reported a position in VO in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.52M in Q4 2021. 1,250 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Eastern Bank held 7,958 shares of Vanguard Morningstar Mid-Cap ETF worth $624K as of Q3 2026.
  • Eastern Bank sold 3,128 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $254K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #252 holding.
  • Eastern Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • Eastern Bank's Vanguard Morningstar Mid-Cap ETF position peaked at $4.52M in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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