EASTERN BANK VBR β€” VANGUARD ETF/USA

Ownership history in EASTERN BANK  Β·  7 quarters on record

AI Ownership Summary

EASTERN BANK reported VANGUARD ETF/USA (VBR) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows VBR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VBR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EASTERN BANK's position in VANGUARD ETF/USA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VBR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EASTERN BANK held VBR β€” position size vs. price
% of Fund (quarterly)    VBR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 1,509 -74 -4.7% 0.01% $367K 2026-07-01 $242.74
2026 Q1 ADDED β€” β€” β€” 1,583 +1,135 +253.3% 0.01% $344K 2026-04-07 $218.68
2025 Q4 ADDED β€” β€” β€” 448 +245 +120.7% 0.00% $95K 2026-01-14 $220.88
2025 Q3 UNCHANGED β€” β€” β€” 203 β€” 0% 0.00% $42K 2025-10-27 $207.57
2025 Q2 UNCHANGED β€” β€” β€” 203 β€” 0% 0.00% $40K 2025-07-24 $198.39
2025 Q1 ADDED β€” β€” β€” 203 +41 +25.3% 0.00% $38K 2025-05-08 $181.12
2024 Q4 INITIATED β€” β€” β€” 162 β€” β€” 0.00% $32K 2025-01-13 $190.93

🏒 Other funds also holding VBR

As of 2026 Q2 β€” sorted by position size

Trust Co of the South 0.46% Noble Wealth Management PBC 0.01%

FAQ About EASTERN BANK and VBR

These are the practical questions this page is built to answer before you even open the full history table.

How long has EASTERN BANK reported owning VBR?

EASTERN BANK reported VBR across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported VBR position in EASTERN BANK's portfolio?

The largest reported portfolio weight for VBR was 0.01% in 2026 Q1.

What is the latest reported VBR position on this page?

The most recent filing on this page is 2026 Q2, when EASTERN BANK reported 1,509 shares, equal to 0.01% of portfolio, with an estimated market value of $367K.

What does the chart on this VBR ownership page compare?

The chart compares EASTERN BANK's quarterly VBR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EASTERN BANK time their VBR position?

Based on 13F filing dates vs. subsequent VBR price moves, EASTERN BANK correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on VBR relative to SPY over the holding period was -2.0%.

← Back to EASTERN BANK Holdings