Peapack-Gladstone Financial Corp’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio IVOG Stock Details IVOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.9M	Buy	81,167 +3,850	+5%	+$532K	0.14%	161
2026 Q1	$9.67M	Buy	77,317 +5,853	+8%	+$747K	0.12%	169
2025 Q4	$8.59M	Buy	71,464 +56,108	+365%	+$6.73M	0.11%	178
2025 Q3	$1.83M	Buy	+15,356	New	+$1.8M	0.02%	345

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GFP

Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Peapack-Gladstone Financial Corp's IVOG Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 5% in Q2 2026, buying an estimated $532K and bringing the position to 81,167 shares worth $11.9M. The position accounts for 0.14% of the portfolio, ranked #161.

Peapack-Gladstone Financial Corp first reported a position in IVOG in Q3 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Peapack-Gladstone Financial Corp held 81,167 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $11.9M as of Q2 2026.
Peapack-Gladstone Financial Corp bought 3,850 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $532K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.14% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #161 holding.
Peapack-Gladstone Financial Corp first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2025 and has held it in 4 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.