Eastern Bank’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Eastern Bank’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.35M	Buy	14,954 +3,544	+31%	+$310K	0.02%	179
2026 Q2	$983K	Buy	11,410 +3,712	+48%	+$312K	0.02%	208
2026 Q1	$560K	Sell	7,698 -402	-5%	-$31.3K	0.01%	264
2025 Q4	$659K	Hold	8,100	–	–	0.01%	231
2025 Q3	$647K	Sell	8,100 -102	-1%	-$7.79K	0.01%	229
2025 Q2	$599K	Sell	8,202 -3,762	-31%	-$248K	0.01%	235
2025 Q1	$739K	Buy	11,964 +132	+1%	+$8.9K	0.01%	232
2024 Q4	$809K	Hold	11,832	–	–	0.02%	222
2024 Q3	$757K	Buy	+11,832	New	+$733K	0.01%	247

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Eastern Bank's VUG Position: Q3 2026 in Review

Eastern Bank increased its Vanguard Morningstar Growth ETF (VUG) stake by 31% in Q3 2026, buying an estimated $310K and bringing the position to 14,954 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #179.

Eastern Bank first reported a position in VUG in Q3 2024 and has held it in 9 quarters since. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Eastern Bank held 14,954 shares of Vanguard Morningstar Growth ETF worth $1.35M as of Q3 2026.
Eastern Bank bought 3,544 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $310K.
Vanguard Morningstar Growth ETF made up 0.02% of Eastern Bank's portfolio in Q3 2026, its #179 holding.
Eastern Bank first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 9 quarters since.
1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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