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 Q2	$2.51M	Sell	18,274 -1,417	-7%	-$180K	0.03%	327
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 7.2% in Q2 2026, selling an estimated $180K and leaving 18,274 shares worth $2.51M. The position accounts for 0.03% of the portfolio, ranked #327.

Peapack-Gladstone Financial Corp first reported a position in VIOO in Q2 2025 and has held it in 5 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Peapack-Gladstone Financial Corp held 18,274 shares of Vanguard S&P Small-Cap 600 ETF worth $2.51M as of Q2 2026.
Peapack-Gladstone Financial Corp sold 1,417 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $180K.
Vanguard S&P Small-Cap 600 ETF made up 0.03% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #327 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 5 quarters since.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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