Peapack-Gladstone Financial Corp’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-22,611	Closed	-$1.06M	–	719
2022 Q4	$1.06M	Sell	22,611 -68,512	-75%	-$3.26M	0.02%	363
2022 Q3	$4.38M	Sell	91,123 -14,353	-14%	-$711K	0.09%	212
2022 Q2	$5.29M	Sell	105,476 -5,500	-5%	-$278K	0.12%	174
2022 Q1	$5.68M	Buy	110,976 +500	+0.5%	+$25.6K	0.11%	177
2021 Q4	$5.68M	Buy	110,476 +26,630	+32%	+$1.39M	0.11%	179
2021 Q3	$4.41M	Buy	+83,846	New	+$4.4M	0.09%	195

Other funds holding VTIP

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Peapack-Gladstone Financial Corp's VTIP Position: Q1 2023 in Review

Peapack-Gladstone Financial Corp sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 22,611 shares — an estimated $1.06M sold.

Peapack-Gladstone Financial Corp first reported a position in VTIP in Q3 2021 and held it in 6 quarters. The position peaked at $5.68M in Q1 2022. 777 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Peapack-Gladstone Financial Corp reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 22,611 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $1.06M.
Peapack-Gladstone Financial Corp first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and held it in 6 quarters.
Peapack-Gladstone Financial Corp's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.68M in Q1 2022.
777 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2023, filed 15 May 2023.