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Peapack-Gladstone Financial Corp’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.26M Hold
19,691
– – 0.03% 323
2025
Q4 		$2.19M Buy
19,691
+1,575
+9% +$175K 0.03% 334
2025
Q3 		$2M Buy
18,116
+10,541
+139% +$1.12M 0.03% 338
2025
Q2 		$767K Buy
+7,575
New +$723K 0.01% 421

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q1 2026 at 19,691 shares worth $2.26M. The position accounts for 0.03% of the portfolio, ranked #323.

Peapack-Gladstone Financial Corp first reported a position in VIOO in Q2 2025 and has held it in 4 quarters since. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 19,691 shares of Vanguard S&P Small-Cap 600 ETF worth $2.26M as of Q1 2026.
  • Peapack-Gladstone Financial Corp left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q1 2026.
  • Vanguard S&P Small-Cap 600 ETF made up 0.03% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #323 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2025 and has held it in 4 quarters since.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

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