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Peapack-Gladstone Financial Corp’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.4M Buy
93,014
+485
+0.5% +$93.8K 0.21% 117
2026
Q1 		$17.1M Sell
92,529
-123
-0.1% -$23K 0.22% 113
2025
Q4 		$16.4M Sell
92,652
-3,852
-4% -$674K 0.21% 113
2025
Q3 		$16.8M Sell
96,504
-1,605
-2% -$273K 0.22% 109
2025
Q2 		$16.1M Sell
98,109
-783
-0.8% -$124K 0.23% 109
2025
Q1 		$15.9M Sell
98,892
-844
-0.8% -$138K 0.24% 109
2024
Q4 		$16.1M Sell
99,736
-1,017
-1% -$172K 0.23% 107
2024
Q3 		$16.9M Sell
100,753
-220
-0.2% -$35K 0.24% 107
2024
Q2 		$15.2M Sell
100,973
-220
-0.2% -$33.4K 0.23% 103
2024
Q1 		$15.8M Sell
101,193
-1,216
-1% -$179K 0.25% 108
2023
Q4 		$14.8M Sell
102,409
-2,638
-3% -$354K 0.25% 107
2023
Q3 		$13.8M Sell
105,047
-2,192
-2% -$304K 0.25% 106
2023
Q2 		$14.8M Buy
107,239
+524
+0.5% +$69.9K 0.26% 105
2023
Q1 		$14.3M Sell
106,715
-467
-0.4% -$64.8K 0.27% 105
2022
Q4 		$14.5M Buy
107,182
+1,915
+2% +$257K 0.29% 101
2022
Q3 		$12.8M Sell
105,267
-205
-0.2% -$27.8K 0.26% 99
2022
Q2 		$13.7M Buy
105,472
+2,964
+3% +$419K 0.31% 86
2022
Q1 		$15.3M Buy
102,508
+33,879
+49% +$4.98M 0.3% 90
2021
Q4 		$10.3M Buy
68,629
+609
+0.9% +$89.4K 0.19% 129
2021
Q3 		$9.5M Sell
68,020
-1,099
-2% -$156K 0.2% 132
2021
Q2 		$9.71M Buy
69,119
+5,476
+9% +$774K 0.23% 110
2021
Q1 		$8.58M Buy
63,643
+137
+0.2% +$17.5K 0.22% 118
2020
Q4 		$7.55M Buy
63,506
+677
+1% +$75.8K 0.23% 115
2020
Q3 		$6.37M Buy
62,829
+4,732
+8% +$479K 0.23% 106
2020
Q2 		$5.56M Buy
58,097
+27,237
+88% +$2.5M 0.22% 108
2020
Q1 		$2.51M Buy
+30,860
New +$3.32M 0.12% 145

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.52% in Q2 2026, buying an estimated $93.8K and bringing the position to 93,014 shares worth $18.4M. The position accounts for 0.21% of the portfolio, ranked #117.

Peapack-Gladstone Financial Corp first reported a position in VOE in Q1 2020 and has held it in 26 quarters since. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 93,014 shares of Vanguard Morningstar Mid-Cap Value ETF worth $18.4M as of Q2 2026.
  • Peapack-Gladstone Financial Corp bought 485 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $93.8K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.21% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #117 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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