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Eastern Bank’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Eastern Bank’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$626K Sell
1,780
-66
-4% -$23.1K 0.01% 250
2026
Q2 		$635K Sell
1,846
-78
-4% -$26K 0.01% 258
2026
Q1 		$575K Buy
1,924
+1,899
+7,596% +$594K 0.01% 260
2025
Q4 		$7.87K Buy
+25
New +$7.81K ﹤0.01% 912

Other funds holding VV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM

Eastern Bank's VV Position: Q3 2026 in Review

Eastern Bank reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.6% in Q3 2026, selling an estimated $23.1K and leaving 1,780 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #250.

Eastern Bank first reported a position in VV in Q4 2025 and has held it in 4 quarters since. The position peaked at $635K in Q2 2026. 112 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Eastern Bank held 1,780 shares of Vanguard Morningstar Large-Cap ETF worth $626K as of Q3 2026.
  • Eastern Bank sold 66 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $23.1K.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #250 holding.
  • Eastern Bank first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Eastern Bank's Vanguard Morningstar Large-Cap ETF position peaked at $635K in Q2 2026.
  • 112 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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