PGFC
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Peapack-Gladstone Financial Corp’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,740
Closed -$210K – 661
2025
Q4 		$210K Buy
1,740
+40
+2% +$4.8K ﹤0.01% 630
2025
Q3 		$201K Buy
+1,700
New +$194K ﹤0.01% 659

Other funds holding ESGV

VAI
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peapack-Gladstone Financial Corp's ESGV Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 1,740 shares — an estimated $210K sold.

Peapack-Gladstone Financial Corp first reported a position in ESGV in Q3 2025 and held it in 2 quarters. The position peaked at $210K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Peapack-Gladstone Financial Corp reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 1,740 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $210K.
  • Peapack-Gladstone Financial Corp first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and held it in 2 quarters.
  • Peapack-Gladstone Financial Corp's Vanguard ESG US Stock ETF position peaked at $210K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.