PGFC
VTEI icon

Peapack-Gladstone Financial Corp’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio VTEI Stock Details VTEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$770K Hold
7,705
– – 0.01% 425
2025
Q4 		$777K Hold
7,705
– – 0.01% 425
2025
Q3 		$773K Hold
7,705
– – 0.01% 430
2025
Q2 		$759K Buy
7,705
+2,925
+61% +$286K 0.01% 422
2025
Q1 		$472K Hold
4,780
– – 0.01% 486
2024
Q4 		$475K Sell
4,780
-600
-11% -$60K 0.01% 489
2024
Q3 		$544K Buy
+5,380
New +$540K 0.01% 477

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp held its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) position steady in Q1 2026 at 7,705 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #425.

Peapack-Gladstone Financial Corp first reported a position in VTEI in Q3 2024 and has held it in 7 quarters since. The position peaked at $777K in Q4 2025. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 7,705 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $770K as of Q1 2026.
  • Peapack-Gladstone Financial Corp left its Vanguard Intermediate-Term Tax-Exempt Bond ETF share count unchanged in Q1 2026.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #425 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Peapack-Gladstone Financial Corp's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $777K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

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