Peapack-Gladstone Financial Corp’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$280K	Hold	1,024	–	–	﹤0.01%	603
2026 Q1	$242K	Hold	1,024	–	–	﹤0.01%	614
2025 Q4	$257K	Hold	1,024	–	–	﹤0.01%	603
2025 Q3	$250K	Hold	1,024	–	–	﹤0.01%	617
2025 Q2	$230K	Hold	1,024	–	–	﹤0.01%	606
2025 Q1	$206K	Hold	1,024	–	–	﹤0.01%	646
2024 Q4	$218K	Hold	1,024	–	–	﹤0.01%	636
2024 Q3	$212K	Hold	1,024	–	–	﹤0.01%	652
2024 Q2	$202K	Buy	+1,024	New	+$193K	﹤0.01%	644
2022 Q1	–	Sell	-11,529	Closed	-$1.94M	–	711
2021 Q4	$1.94M	Buy	11,529 +1,129	+11%	+$184K	0.04%	291
2021 Q3	$1.58M	Buy	+10,400	New	+$1.63M	0.03%	304

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

VIA

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 1,024 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Peapack-Gladstone Financial Corp first reported a position in MGC in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.94M in Q4 2021. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Peapack-Gladstone Financial Corp held 1,024 shares of Vanguard Morningstar Mega Cap ETF worth $280K as of Q2 2026.
Peapack-Gladstone Financial Corp left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #603 holding.
Peapack-Gladstone Financial Corp first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2021 and has held it in 11 quarters since.
Peapack-Gladstone Financial Corp's Vanguard Morningstar Mega Cap ETF position peaked at $1.94M in Q4 2021.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

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