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 Q2	$778K	Hold	7,705	–	–	0.01%	442
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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp held its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) position steady in Q2 2026 at 7,705 shares worth $778K. The position accounts for 0.01% of the portfolio, ranked #442.

Peapack-Gladstone Financial Corp first reported a position in VTEI in Q3 2024 and has held it in 8 quarters since. 175 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

Peapack-Gladstone Financial Corp held 7,705 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $778K as of Q2 2026.
Peapack-Gladstone Financial Corp left its Vanguard Intermediate-Term Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #442 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 8 quarters since.
175 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

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