Eastern Bank’s Vanguard Value ETF VTV Stock Holding History

Eastern Bank’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$663K	Buy	3,041 +1,022	+51%	+$213K	0.01%	250
2026 Q1	$396K	Buy	2,019 +571	+39%	+$114K	0.01%	300
2025 Q4	$277K	Hold	1,448	–	–	﹤0.01%	321
2025 Q3	$270K	Sell	1,448 -6	-0.4%	-$1.09K	﹤0.01%	317
2025 Q2	$257K	Sell	1,454 -1,210	-45%	-$204K	﹤0.01%	328
2025 Q1	$460K	Buy	2,664 +1,402	+111%	+$244K	0.01%	274
2024 Q4	$214K	Sell	1,262 -5	-0.4%	-$877	﹤0.01%	357
2024 Q3	$221K	Buy	+1,267	New	+$212K	﹤0.01%	358

Other funds holding VTV

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Eastern Bank's VTV Position: Q2 2026 in Review

Eastern Bank increased its Vanguard Value ETF (VTV) stake by 51% in Q2 2026, buying an estimated $213K and bringing the position to 3,041 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #250.

Eastern Bank first reported a position in VTV in Q3 2024 and has held it in 8 quarters since. 560 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Eastern Bank held 3,041 shares of Vanguard Value ETF worth $663K as of Q2 2026.
Eastern Bank bought 1,022 Vanguard Value ETF shares in Q2 2026, an estimated $213K.
Vanguard Value ETF made up 0.01% of Eastern Bank's portfolio in Q2 2026, its #250 holding.
Eastern Bank first reported a position in Vanguard Value ETF in Q3 2024 and has held it in 8 quarters since.
560 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

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