Eastern Bank’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Eastern Bank’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.7M	Sell	31,635 -100	-0.3%	-$35.8K	0.18%	92
2026 Q1	$10.2M	Sell	31,735 -1,363	-4%	-$457K	0.17%	105
2025 Q4	$11.1M	Sell	33,098 -286	-0.9%	-$95.1K	0.19%	88
2025 Q3	$11M	Sell	33,384 -871	-3%	-$275K	0.19%	86
2025 Q2	$10.4M	Buy	34,255 +8,632	+34%	+$2.43M	0.2%	85
2025 Q1	$7.04M	Sell	25,623 -404	-2%	-$117K	0.14%	101
2024 Q4	$7.54M	Sell	26,027 -158	-0.6%	-$46.1K	0.14%	117
2024 Q3	$7.41M	Buy	26,185 +25,271	+2,765%	+$6.89M	0.13%	126
2024 Q2	$245K	Hold	914	–	–	0.01%	179
2024 Q1	$238K	Sell	914 -83	-8%	-$20.5K	0.01%	192
2023 Q4	$237K	Hold	997	–	–	0.01%	196
2023 Q3	$212K	Hold	997	–	–	0.01%	192
2023 Q2	$220K	Hold	997	–	–	0.01%	192
2023 Q1	$203K	Buy	+997	New	+$200K	0.01%	194
2022 Q3	–	Sell	-2,302	Closed	-$434K	–	198
2022 Q2	$434K	Hold	2,302	–	–	0.02%	158
2022 Q1	$524K	Sell	2,302 -221	-9%	-$49.7K	0.02%	155
2021 Q4	$609K	Buy	2,523 +740	+42%	+$175K	0.03%	152
2021 Q3	$396K	Hold	1,783	–	–	0.02%	158
2021 Q2	$398K	Hold	1,783	–	–	0.02%	161
2021 Q1	$369K	Hold	1,783	–	–	0.02%	156
2020 Q4	$347K	Hold	1,783	–	–	0.02%	154
2020 Q3	$304K	Sell	1,783 -140	-7%	-$23.5K	0.02%	156
2020 Q2	$301K	Hold	1,923	–	–	0.02%	153
2020 Q1	$248K	Hold	1,923	–	–	0.02%	154
2019 Q4	$315K	Buy	1,923 +257	+15%	+$40.3K	0.02%	155
2019 Q3	$252K	Hold	1,666	–	–	0.02%	169
2019 Q2	$250K	Hold	1,666	–	–	0.02%	175
2019 Q1	$241K	Hold	1,666	–	–	0.02%	180
2018 Q4	$213K	Hold	1,666	–	–	0.02%	183
2018 Q3	$249K	Buy	+1,666	New	+$245K	0.02%	187
2017 Q4	–	Sell	-3,705	Closed	-$480K	–	210
2017 Q3	$480K	Hold	3,705	–	–	0.03%	145
2017 Q2	$461K	Hold	3,705	–	–	0.03%	148
2017 Q1	$449K	Buy	3,705 +30	+0.8%	+$3.59K	0.03%	152
2016 Q4	$424K	Hold	3,675	–	–	0.03%	148
2016 Q3	$409K	Buy	3,675 +120	+3%	+$13.3K	0.03%	148
2016 Q2	$381K	Hold	3,555	–	–	0.03%	150
2016 Q1	$373K	Sell	3,555 -469	-12%	-$46.5K	0.03%	153
2015 Q4	$419K	Buy	4,024 +589	+17%	+$62K	0.03%	144
2015 Q3	$339K	Buy	3,435 +1,035	+43%	+$109K	0.03%	160
2015 Q2	$257K	Hold	2,400	–	–	0.02%	185
2015 Q1	$257K	Hold	2,400	–	–	0.02%	191
2014 Q4	$254K	Hold	2,400	–	–	0.02%	192
2014 Q3	$243K	Hold	2,400	–	–	0.02%	192
2014 Q2	$244K	Hold	2,400	–	–	0.02%	196
2014 Q1	$234K	Sell	2,400 -800	-25%	-$76.6K	0.02%	199
2013 Q4	$307K	Hold	3,200	–	–	0.03%	161
2013 Q3	$280K	Hold	3,200	–	–	0.03%	179
2013 Q2	$264K	Buy	+3,200	New	+$265K	0.02%	177

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Eastern Bank's VTI Position: Q2 2026 in Review

Eastern Bank reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.32% in Q2 2026, selling an estimated $35.8K and leaving 31,635 shares worth $11.7M. The position accounts for 0.18% of the portfolio, ranked #92.

Eastern Bank first reported a position in VTI in Q2 2013 and has held it in 48 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Eastern Bank held 31,635 shares of Vanguard Morningstar Total Stock Market ETF worth $11.7M as of Q2 2026.
Eastern Bank sold 100 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $35.8K.
Vanguard Morningstar Total Stock Market ETF made up 0.18% of Eastern Bank's portfolio in Q2 2026, its #92 holding.
Eastern Bank first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 48 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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