PGFC
VSDM

Peapack-Gladstone Financial Corp’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio VSDM Stock Details VSDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$740K Buy
9,700
+3,700
+62% +$284K 0.01% 433
2025
Q4 		$459K Buy
+6,000
New +$459K 0.01% 513

Other funds holding VSDM

CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $266M AUM 26.42% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $448M AUM 21.7% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

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

Peapack-Gladstone Financial Corp increased its Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) stake by 62% in Q1 2026, buying an estimated $284K and bringing the position to 9,700 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #433.

Peapack-Gladstone Financial Corp first reported a position in VSDM in Q4 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold VSDM as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 9,700 shares of Vanguard Short Duration Tax-Exempt Bond ETF worth $740K as of Q1 2026.
  • Peapack-Gladstone Financial Corp bought 3,700 Vanguard Short Duration Tax-Exempt Bond ETF shares in Q1 2026, an estimated $284K.
  • Vanguard Short Duration Tax-Exempt Bond ETF made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #433 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Vanguard Short Duration Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Vanguard Short Duration Tax-Exempt Bond ETF as of Q1 2026.

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