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Vanguard Personalized Indexing Management’s Eastern Bankshares EBC Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio EBC Stock Details EBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$304K Buy
15,567
+3,459
+29% +$69K ﹤0.01% 1594
2025
Q4 		$223K Sell
12,108
-678
-5% -$12.4K ﹤0.01% 1683
2025
Q3 		$232K Buy
+12,786
New +$211K ﹤0.01% 1623

Other funds holding EBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Personalized Indexing Management's EBC Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Eastern Bankshares (EBC) stake by 29% in Q1 2026, buying an estimated $69K and bringing the position to 15,567 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Vanguard Personalized Indexing Management first reported a position in EBC in Q3 2025 and has held it in 3 quarters since. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Vanguard Personalized Indexing Management held 15,567 shares of Eastern Bankshares worth $304K as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 3,459 Eastern Bankshares shares in Q1 2026, an estimated $69K.
  • Eastern Bankshares made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1594 holding.
  • Vanguard Personalized Indexing Management first reported a position in Eastern Bankshares in Q3 2025 and has held it in 3 quarters since.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.