PEAPACK GLADSTONE FINANCIAL CORP VO VANGUARD INDEX FDS MID CAP

Ownership history in PEAPACK GLADSTONE FINANCIAL CORP  ·  62 quarters on record

AI Ownership Summary

PEAPACK GLADSTONE FINANCIAL CORP reported VANGUARD INDEX FDS MID CAP (VO) in 62 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.89% in 2025 Q3. The latest visible filing shows VO at 0.89% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PEAPACK GLADSTONE FINANCIAL CORP's position in VANGUARD INDEX FDS MID CAP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VO was reported at 0.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PEAPACK GLADSTONE FINANCIAL CORP held VO — position size vs. price
% of Fund (quarterly)    VO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 244,189 +10,446 +4.5% 0.89% $70.9M 2026-02-14 (Est.) $75.25
2025 Q3 ADDED 233,743 +8,226 +3.6% 0.89% $68.7M 2025-11-14 $71.18
2025 Q2 ADDED 225,517 +4,294 +1.9% 0.89% $63.1M 2025-08-14 $70.78
2025 Q1 ADDED 221,223 +864 +0.4% 0.85% $57.2M 2025-05-12 $66.29
2024 Q4 ADDED 220,359 +547 +0.2% 0.84% $58.2M 2025-02-13 $67.78
2024 Q3 ADDED 219,812 +1,892 +0.9% 0.84% $58.0M 2024-11-26 $69.35
2024 Q2 ADDED 217,920 +3,441 +1.6% 0.81% $52.8M 2024-08-13 $59.91
2024 Q1 ADDED 214,479 +6,096 +2.9% 0.84% $53.6M 2024-05-10 $59.56
2023 Q4 REDUCED 208,383 -1,030 -0.5% 0.82% $48.5M 2024-02-13 $55.79
53 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PEAPACK GLADSTONE FINANCIAL CORP and VO

These are the practical questions this page is built to answer before you even open the full history table.

How long has PEAPACK GLADSTONE FINANCIAL CORP reported owning VO?

PEAPACK GLADSTONE FINANCIAL CORP reported VO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VO position in PEAPACK GLADSTONE FINANCIAL CORP's portfolio?

The largest reported portfolio weight for VO was 0.89% in 2025 Q3.

What is the latest reported VO position on this page?

The most recent filing on this page is 2025 Q4, when PEAPACK GLADSTONE FINANCIAL CORP reported 244,189 shares, equal to 0.89% of portfolio, with an estimated market value of $70.9M.

What does the chart on this VO ownership page compare?

The chart compares PEAPACK GLADSTONE FINANCIAL CORP's quarterly VO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PEAPACK GLADSTONE FINANCIAL CORP time their VO position?

Based on 13F filing dates vs. subsequent VO price moves, PEAPACK GLADSTONE FINANCIAL CORP correctly timed 35 out of 58 reported position changes (60%). The annualised alpha on VO relative to SPY over the holding period was -1.2%.

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