Whitegate Investment Counselors, Inc. historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 12 quarters from 2014-03-31 to 2026-06-30, Whitegate Investment Counselors, Inc. opened 82 positions, added to 183, reduced 224 and sold out of 67.
- Q2 2026: Stock VXUS; Country of operation —; Class Common; Shares before 0.
- Q2 2026: Stock QQQ; Country of operation —; Class Common; Shares before 0.
- Q2 2026: Stock ESML; Country of operation —; Class Common; Shares before 0.
- Q2 2026: Stock XJH; Country of operation —; Class Common; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1667102), 12 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-25); Q2 2016 (2014-03-31 to 2016-06-30, filed 2016-08-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | VXUS
Vanguard Total Intl Stock Inde | | Common | 0 | 3,667 | +3,667 | $0 | $313,509 | +$313,509 | 2026-08-10 |
|---|
| Q2 2026 | QQQ
Invsc QQQ TRUST Srs 1 | | Common | 0 | 311 | +311 | $0 | $228,723 | +$228,723 | 2026-08-10 |
|---|
| Q2 2026 | ESML
iShares ESG Aware MSCI US Sm C | | Common | 0 | 4,018 | +4,018 | $0 | $224,747 | +$224,747 | 2026-08-10 |
|---|
| Q2 2026 | XJH
iShares ESG Screen SandP Mid-Cap | | Common | 0 | 4,200 | +4,200 | $0 | $219,053 | +$219,053 | 2026-08-10 |
|---|
| Q2 2026 | VV
Vanguard Large Cap | | Common | 0 | 627 | +627 | $0 | $215,669 | +$215,669 | 2026-08-10 |
|---|
| Q1 2026 | SUSB
Ishares Esg Awr 1-5 Y | | Common | 0 | 8,732 | +8,732 | $0 | $218,859 | +$218,859 | 2026-04-27 |
|---|
| Q4 2025 | JSCP
Jpmorgan Short Duration | | Common | 0 | 5,696 | +5,696 | $0 | $270,863 | +$270,863 | 2026-02-10 |
|---|
| Q4 2025 | VGLT
Vanguard Long Term | | Common | 0 | 3,630 | +3,630 | $0 | $202,554 | +$202,554 | 2026-02-10 |
|---|
| Q4 2025 | ESML
iShares ESG Aware MSCI US Sm C | | Common | 0 | 4,360 | +4,360 | $0 | $200,471 | +$200,471 | 2026-02-10 |
|---|
| Q3 2025 | VWO
Vanguard Msci Emerging | | Common | 0 | 4,014 | +4,014 | $0 | $217,454 | +$217,454 | 2025-10-23 |
|---|
| Q2 2025 | XVV
iShares ESG Screened S&P 500 | | Common | 0 | 5,326 | +5,326 | $0 | $253,999 | +$253,999 | 2025-08-08 |
|---|
| Q2 2025 | ESGV
Vanguard ESSG US Stock | | Common | 0 | 2,272 | +2,272 | $0 | $249,055 | +$249,055 | 2025-08-08 |
|---|
| Q2 2025 | EUSB
Ishares Esg Advnc Ttl | | Common | 0 | 5,150 | +5,150 | $0 | $224,283 | +$224,283 | 2025-08-08 |
|---|
| Q1 2025 | JCPB
Jpmorgan Core Plus Bond | | Common | 0 | 23,098 | +23,098 | $0 | $1,086,560 | +$1,086,560 | 2025-04-28 |
|---|
| Q1 2025 | MGC
Vanguard Mega Cap Etf | | Common | 0 | 1,355 | +1,355 | $0 | $272,869 | +$272,869 | 2025-04-28 |
|---|
| Q1 2025 | JMUB
Jpmorgan Municipal Etf | | Common | 0 | 4,930 | +4,930 | $0 | $246,500 | +$246,500 | 2025-04-28 |
|---|
| Q4 2024 | VCSH
Vanguard Corp Bond Short Term | | Common | 0 | 112,606 | +112,606 | $0 | $8,784,410 | +$8,784,410 | 2025-02-10 |
|---|
| Q4 2024 | VGSH
Vanguard Short Term | | Common | 0 | 3,640 | +3,640 | $0 | $211,775 | +$211,775 | 2025-02-10 |
|---|
| Q3 2024 | VCSH
Vanguard Corp Bond Short Term | | Class A | 0 | 147,479 | +147,479 | $0 | $11,712,817 | +$11,712,817 | 2024-11-04 |
|---|
| Q3 2024 | JMST
JPMorgan Ultra Short | | Common | 0 | 31,605 | +31,605 | $0 | $1,609,958 | +$1,609,958 | 2024-11-04 |
|---|
| Q2 2024 | IWY
iShares Russell Top 200 Growth | | Common | 0 | 1,443 | +1,443 | $0 | $309,623 | +$309,623 | 2024-07-30 |
|---|
| Q2 2024 | SCHB
Schwab US Broad Market | | Common | 0 | 3,828 | +3,828 | $0 | $240,727 | +$240,727 | 2024-07-30 |
|---|
| Q2 2024 | VWO
Vanguard Msci Emerging | | Common | 0 | 4,750 | +4,750 | $0 | $207,892 | +$207,892 | 2024-07-30 |
|---|
| Q1 2024 | VOO
Vanguard SP 500 Etf | | Common | 0 | 549 | +549 | $0 | $264,039 | +$264,039 | 2024-05-02 |
|---|
| Q3 2016 | VCSH
VANGUARD CORP BOND ETF | | COMMON | 0 | 213,990 | +213,990 | $0 | $17,237,000 | +$17,237,000 | 2016-10-25 |
|---|
| Q3 2016 | SDY
SPDR S&P DIVIDEND ETF | | COMMON | 0 | 142,970 | +142,970 | $0 | $12,061,000 | +$12,061,000 | 2016-10-25 |
|---|
| Q3 2016 | AGG
ISHARES BARCLAYS AGGREGATE BON | | COMMON | 0 | 93,422 | +93,422 | $0 | $10,503,000 | +$10,503,000 | 2016-10-25 |
|---|
| Q3 2016 | VIG
VANGUARD DIV APPRCIATION | | COMMON | 0 | 119,120 | +119,120 | $0 | $9,998,000 | +$9,998,000 | 2016-10-25 |
|---|
| Q3 2016 | VB
VANGUARD SMALL CAP ETF | | COMMON | 0 | 68,787 | +68,787 | $0 | $8,404,000 | +$8,404,000 | 2016-10-25 |
|---|
| Q3 2016 | SCHD
US DIV EQUITY SCHWAB ETF | | COMMON | 0 | 195,244 | +195,244 | $0 | $8,261,000 | +$8,261,000 | 2016-10-25 |
|---|
| Q3 2016 | IWP
ISHARES RUSSELL MID CAP GROWTH ETF | | COMMON | 0 | 79,983 | +79,983 | $0 | $7,788,000 | +$7,788,000 | 2016-10-25 |
|---|
| Q3 2016 | VEA
VANGUARD EUROPE PAC ETF | | COMMON | 0 | 178,579 | +178,579 | $0 | $6,681,000 | +$6,681,000 | 2016-10-25 |
|---|
| Q3 2016 | VO
VANGUARD MID CAP | | COMMON | 0 | 46,598 | +46,598 | $0 | $6,032,000 | +$6,032,000 | 2016-10-25 |
|---|
| Q3 2016 | VUG
VANGUARD GROWTH ETF | | COMMON | 0 | 52,406 | +52,406 | $0 | $5,885,000 | +$5,885,000 | 2016-10-25 |
|---|
| Q3 2016 | VNQ
VANGUARD REIT | | COMMON | 0 | 52,790 | +52,790 | $0 | $4,579,000 | +$4,579,000 | 2016-10-25 |
|---|
| Q3 2016 | VEU
FOREIGN LGCAP EQUITY: VANGUARD | | COMMON | 0 | 71,105 | +71,105 | $0 | $3,230,000 | +$3,230,000 | 2016-10-25 |
|---|
| Q3 2016 | MID CAP SPDR TRUST
CUSIP 595635103 | | COMMON | 0 | 10,925 | +10,925 | $0 | $3,084,000 | +$3,084,000 | 2016-10-25 |
|---|
| Q3 2016 | IWN
ISHARES RUSSELL 2000 VALUE ETF | | COMMON | 0 | 28,983 | +28,983 | $0 | $3,036,000 | +$3,036,000 | 2016-10-25 |
|---|
| Q3 2016 | IEI
ISHARES BARCLAYS 3-7 YEAR BOND | | COMMON | 0 | 23,700 | +23,700 | $0 | $2,999,000 | +$2,999,000 | 2016-10-25 |
|---|
| Q3 2016 | VTV
VANGUARD VALUE ETF | | COMMON | 0 | 33,946 | +33,946 | $0 | $2,953,000 | +$2,953,000 | 2016-10-25 |
|---|
| Q3 2016 | VBR
VANGUARD SMALL CAP VALUEETF | | COMMON | 0 | 25,252 | +25,252 | $0 | $2,794,000 | +$2,794,000 | 2016-10-25 |
|---|
| Q3 2016 | IWD
ISHARES RUSSELL 1000 VALUE ETF | | COMMON | 0 | 24,715 | +24,715 | $0 | $2,610,000 | +$2,610,000 | 2016-10-25 |
|---|
| Q3 2016 | IWR
ISHARES RUSSELL MID CAP ETF | | COMMON | 0 | 14,751 | +14,751 | $0 | $2,571,000 | +$2,571,000 | 2016-10-25 |
|---|
| Q3 2016 | SPDR S&P 600 SMALL CAP ETF
CUSIP 78464A813 | | COMMON | 0 | 22,767 | +22,767 | $0 | $2,539,000 | +$2,539,000 | 2016-10-25 |
|---|
| Q3 2016 | SCHH
US REIT: SCHWAB ETF | | COMMON | 0 | 58,659 | +58,659 | $0 | $2,502,000 | +$2,502,000 | 2016-10-25 |
|---|
| Q3 2016 | VOE
VANGUARD MID CAP VALUE ETF | | COMMON | 0 | 26,672 | +26,672 | $0 | $2,496,000 | +$2,496,000 | 2016-10-25 |
|---|
| Q3 2016 | VV
VANGUARD LARGE CAP | | COMMON | 0 | 23,818 | +23,818 | $0 | $2,362,000 | +$2,362,000 | 2016-10-25 |
|---|
| Q3 2016 | IWF
ISHARES RUSSELL 1000 GROWTH IN | | COMMON | 0 | 22,569 | +22,569 | $0 | $2,351,000 | +$2,351,000 | 2016-10-25 |
|---|
| Q3 2016 | IWB
ISHARES RUSSELL 1000 ETF | | COMMON | 0 | 17,268 | +17,268 | $0 | $2,080,000 | +$2,080,000 | 2016-10-25 |
|---|
| Q3 2016 | IWO
ISHARES RUSSELL 2000 GROWTH ETF | | COMMON | 0 | 13,740 | +13,740 | $0 | $2,046,000 | +$2,046,000 | 2016-10-25 |
|---|
| Q3 2016 | ALERIAN MLP ETF
CUSIP 00162Q866 | | COMMON | 0 | 156,213 | +156,213 | $0 | $1,982,000 | +$1,982,000 | 2016-10-25 |
|---|
| Q3 2016 | IWS
ISHARES RUSSELL MID CAP VALUE ETF | | COMMON | 0 | 23,607 | +23,607 | $0 | $1,812,000 | +$1,812,000 | 2016-10-25 |
|---|
| Q3 2016 | SCHR
INTERM US TREAS: SCHWAB ETF | | COMMON | 0 | 30,890 | +30,890 | $0 | $1,716,000 | +$1,716,000 | 2016-10-25 |
|---|
| Q3 2016 | SCHF
INTL EQUITY: SCHWAB ETF | | COMMON | 0 | 42,503 | +42,503 | $0 | $1,224,000 | +$1,224,000 | 2016-10-25 |
|---|
| Q3 2016 | SHY
ISHARES BARCLAYS 1-3 YR TREASU | | COMMON | 0 | 12,777 | +12,777 | $0 | $1,087,000 | +$1,087,000 | 2016-10-25 |
|---|
| Q3 2016 | IEF
ISHARES BARCLAYS 7-10 YEAR TRE | | COMMON | 0 | 7,420 | +7,420 | $0 | $830,000 | +$830,000 | 2016-10-25 |
|---|
| Q3 2016 | VNQI
VANGUARD INTL REAL ESTATE ETF | | COMMON | 0 | 12,930 | +12,930 | $0 | $726,000 | +$726,000 | 2016-10-25 |
|---|
| Q3 2016 | SCHZ
US AGG BOND ETF: SCHWAB | | COMMON | 0 | 13,155 | +13,155 | $0 | $706,000 | +$706,000 | 2016-10-25 |
|---|
| Q3 2016 | IWM
ISHARES RUSSELL 2000 ETF | | COMMON | 0 | 4,691 | +4,691 | $0 | $583,000 | +$583,000 | 2016-10-25 |
|---|
| Q3 2016 | GLOBAL X MLP ETF
CUSIP 37950E473 | | COMMON | 0 | 49,084 | +49,084 | $0 | $570,000 | +$570,000 | 2016-10-25 |
|---|
| Q3 2016 | SCHM
US MIDCAP EQUITY: SCHWAB ETF | | COMMON | 0 | 11,995 | +11,995 | $0 | $522,000 | +$522,000 | 2016-10-25 |
|---|
| Q3 2016 | SPY
S P D R TRUST UNIT SR | | COMMON | 0 | 2,215 | +2,215 | $0 | $479,000 | +$479,000 | 2016-10-25 |
|---|
| Q3 2016 | ISHARES IBOND DEC 2018 CORPORA
CUSIP 46434VAA8 | | COMMON | 0 | 18,800 | +18,800 | $0 | $475,000 | +$475,000 | 2016-10-25 |
|---|
| Q3 2016 | BSV
VANGUARD SHORT TERM BOND ETF | | COMMON | 0 | 5,807 | +5,807 | $0 | $469,000 | +$469,000 | 2016-10-25 |
|---|
| Q3 2016 | SCHX
US LGCAP EQUITY: SCHWAB ETF | | COMMON | 0 | 8,298 | +8,298 | $0 | $428,000 | +$428,000 | 2016-10-25 |
|---|
| Q3 2016 | VBK
VANGUARD SMALL CAP GROWTH ETF | | COMMON | 0 | 3,082 | +3,082 | $0 | $406,000 | +$406,000 | 2016-10-25 |
|---|
| Q3 2016 | VTIP
VANGUARD SHRT TERM INFLATION P | | COMMON | 0 | 8,026 | +8,026 | $0 | $398,000 | +$398,000 | 2016-10-25 |
|---|
| Q3 2016 | MINT
PIMCO ENH SHORT MATURITY ETF | | COMMON | 0 | 3,900 | +3,900 | $0 | $395,000 | +$395,000 | 2016-10-25 |
|---|
| Q3 2016 | VGK
VANGUARD MSCI EUROPE ETF | | COMMON | 0 | 7,462 | +7,462 | $0 | $364,000 | +$364,000 | 2016-10-25 |
|---|
| Q3 2016 | IJH
ISHARES S&P MIDCAP | | COMMON | 0 | 2,295 | +2,295 | $0 | $355,000 | +$355,000 | 2016-10-25 |
|---|
| Q3 2016 | SCHV
US LARGE CAP VALUE: SCHWAB ETF | | COMMON | 0 | 7,033 | +7,033 | $0 | $320,000 | +$320,000 | 2016-10-25 |
|---|
| Q3 2016 | IVE
ISHARES S&P 500 VALUE ETF | | COMMON | 0 | 3,214 | +3,214 | $0 | $305,000 | +$305,000 | 2016-10-25 |
|---|
| Q3 2016 | ICF
ISHARES COHEN & STEERS REALTY | | COMMON | 0 | 2,730 | +2,730 | $0 | $286,000 | +$286,000 | 2016-10-25 |
|---|
| Q3 2016 | ISHARES IBOND DEC 2017 CORPORA
CUSIP 46434VAR1 | | COMMON | 0 | 11,200 | +11,200 | $0 | $279,000 | +$279,000 | 2016-10-25 |
|---|
| Q3 2016 | VXF
VANGUARD EXTENDED MARKETETF | | COMMON | 0 | 2,850 | +2,850 | $0 | $260,000 | +$260,000 | 2016-10-25 |
|---|
| Q3 2016 | IVW
ISHARES S&P 500 GROWTH | | COMMON | 0 | 1,947 | +1,947 | $0 | $237,000 | +$237,000 | 2016-10-25 |
|---|
| Q3 2016 | ISHARES IBONDS DEC 2019 CORPOR
CUSIP 46434VAU4 | | COMMON | 0 | 9,000 | +9,000 | $0 | $226,000 | +$226,000 | 2016-10-25 |
|---|
| Q2 2016 | SCHR
INTERM US TREAS: SCHWAB ETF | | Common | 0 | 28,290 | +28,290 | $0 | $1,583,000 | +$1,583,000 | 2016-08-09 |
|---|
| Q2 2016 | SCHZ
SCHWAB US AGG BOND ETF | | Common | 0 | 9,119 | +9,119 | $0 | $490,000 | +$490,000 | 2016-08-09 |
|---|
| Q2 2016 | VGK
VANGUARD MSCI EUROPE ETF | | Common | 0 | 7,262 | +7,262 | $0 | $339,000 | +$339,000 | 2016-08-09 |
|---|
| Q2 2016 | SCHM
US MIDCAP EQUITY: SCHWAB ETF | | Common | 0 | 5,049 | +5,049 | $0 | $212,000 | +$212,000 | 2016-08-09 |
|---|
| Q2 2016 | BIV
VANGUARD INT TERM BOND ETF | | Common | 0 | 2,325 | +2,325 | $0 | $205,000 | +$205,000 | 2016-08-09 |
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