Peapack-Gladstone Financial Corp’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.97M	Buy	34,528 +2,224	+7%	+$187K	0.03%	308
2026 Q1	$2.35M	Sell	32,304 -804	-2%	-$62.5K	0.03%	320
2025 Q4	$2.69M	Sell	33,108 -2,076	-6%	-$168K	0.03%	310
2025 Q3	$2.81M	Buy	35,184 +456	+1%	+$34.8K	0.04%	305
2025 Q2	$2.54M	Sell	34,728 -3,852	-10%	-$254K	0.04%	305
2025 Q1	$2.38M	Sell	38,580 -756	-2%	-$51K	0.04%	309
2024 Q4	$2.69M	Buy	39,336 +2,328	+6%	+$156K	0.04%	289
2024 Q3	$2.37M	Buy	37,008 +4,134	+13%	+$256K	0.03%	314
2024 Q2	$2.05M	Buy	32,874 +2,010	+7%	+$117K	0.03%	320
2024 Q1	$1.77M	Buy	30,864 +2,112	+7%	+$116K	0.03%	338
2023 Q4	$1.49M	Buy	28,752 +3,288	+13%	+$159K	0.03%	346
2023 Q3	$1.16M	Buy	25,464 +2,310	+10%	+$109K	0.02%	371
2023 Q2	$1.09M	Sell	23,154 -11,040	-32%	-$479K	0.02%	379
2023 Q1	$1.41M	Buy	34,194 +2,274	+7%	+$88.4K	0.03%	338
2022 Q4	$1.13M	Sell	31,920 -8,106	-20%	-$298K	0.02%	353
2022 Q3	$1.43M	Buy	40,026 +4,854	+14%	+$195K	0.03%	328
2022 Q2	$1.31M	Buy	35,172 +6,546	+23%	+$269K	0.03%	324
2022 Q1	$1.37M	Buy	28,626 +7,410	+35%	+$351K	0.03%	332
2021 Q4	$1.14M	Buy	21,216 +2,016	+11%	+$105K	0.02%	369
2021 Q3	$929K	Sell	19,200 -11,262	-37%	-$560K	0.02%	378
2021 Q2	$1.46M	Sell	30,462 -2,508	-8%	-$114K	0.03%	284
2021 Q1	$1.41M	Buy	32,970 +5,718	+21%	+$245K	0.04%	271
2020 Q4	$1.15M	Buy	27,252 +3,120	+13%	+$125K	0.03%	246
2020 Q3	$915K	Buy	24,132 +2,754	+13%	+$102K	0.03%	234
2020 Q2	$720K	Sell	21,378 -1,854	-8%	-$57K	0.03%	248
2020 Q1	$606K	Buy	23,232 +3,882	+20%	+$116K	0.03%	252
2019 Q4	$587K	Sell	19,350 -3,510	-15%	-$101K	0.02%	248
2019 Q3	$634K	Buy	22,860 +1,206	+6%	+$33.5K	0.03%	237
2019 Q2	$590K	Buy	21,654 +1,674	+8%	+$44.7K	0.03%	247
2019 Q1	$521K	Sell	19,980 -6,318	-24%	-$156K	0.02%	242
2018 Q4	$589K	Buy	26,298 +5,994	+30%	+$145K	0.03%	228
2018 Q3	$545K	Buy	20,304 +324	+2%	+$8.48K	0.03%	232
2018 Q2	$499K	Hold	19,980	–	–	0.03%	230
2018 Q1	$472K	Hold	19,980	–	–	0.03%	238
2017 Q4	$468K	Buy	19,980 +5,430	+37%	+$125K	0.03%	239
2017 Q3	$322K	Hold	14,550	–	–	0.02%	277
2017 Q2	$308K	Buy	+14,550	New	+$305K	0.02%	275

Other funds holding VUG

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Peapack-Gladstone Financial Corp increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.9% in Q2 2026, buying an estimated $187K and bringing the position to 34,528 shares worth $2.97M. The position accounts for 0.03% of the portfolio, ranked #308.

Peapack-Gladstone Financial Corp first reported a position in VUG in Q2 2017 and has held it in 37 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Peapack-Gladstone Financial Corp held 34,528 shares of Vanguard Morningstar Growth ETF worth $2.97M as of Q2 2026.
Peapack-Gladstone Financial Corp bought 2,224 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $187K.
Vanguard Morningstar Growth ETF made up 0.03% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #308 holding.
Peapack-Gladstone Financial Corp first reported a position in Vanguard Morningstar Growth ETF in Q2 2017 and has held it in 37 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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