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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
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 $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 8.2% in Q1 2026, buying an estimated $747K and bringing the position to 77,317 shares worth $9.67M. The position accounts for 0.12% of the portfolio, ranked #169.

Peapack-Gladstone Financial Corp first reported a position in IVOG in Q3 2025 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 77,317 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $9.67M as of Q1 2026.
  • Peapack-Gladstone Financial Corp bought 5,853 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $747K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.12% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #169 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 3 quarters since.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

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