Whitegate Investment Counselors, Inc. Last Quarter Change: USA ETF, Added

Whitegate Investment Counselors, Inc. quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Whitegate Investment Counselors, Inc. opened 5 positions, added to 28, reduced 11, sold out of 1 and left 9 unchanged. The largest increase in value was VUG (+$4,238,729); the largest decrease was VTES (-$508,661).

VUG: Country of operation —; Class Common; Shares 2026-03-31 49,376; Shares 2026-06-30 299,579.
VB: Country of operation —; Class Common; Shares 2026-03-31 78,768; Shares 2026-06-30 80,223.
IWF: Country of operation —; Class Common; Shares 2026-03-31 46,377; Shares 2026-06-30 185,136.
VTV: Country of operation —; Class Common; Shares 2026-03-31 92,108; Shares 2026-06-30 94,722.

Two Form 13F-HR filings compared (SEC CIK 1667102): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-08-10). 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; share change is the position change.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
VUG Vanguard Growth	Common	49,376	299,579	+250,203	$21,566,971	$25,805,700	+$4,238,729
VB Vanguard Small Cap	Common	78,768	80,223	+1,455	$20,630,868	$24,317,336	+$3,686,468
IWF iShares Tr Russell 1000 Growth	Common	46,377	185,136	+138,759	$19,775,223	$22,988,386	+$3,213,163
VTV Vanguard Value	Common	92,108	94,722	+2,614	$18,071,553	$20,642,660	+$2,571,107
VIG Vanguard Div Appreciation	Common	87,462	90,225	+2,763	$18,809,596	$21,349,065	+$2,539,469
VEA Vanguard FTSE Developed Mkts	Common	284,792	289,753	+4,961	$18,249,495	$20,644,881	+$2,395,386
VO Vanguard Mid Cap	Common	37,715	159,726	+122,011	$10,831,066	$12,869,091	+$2,038,025
JCPB Jpmorgan Core Plus Bond	Common	159,003	199,581	+40,578	$7,485,872	$9,368,331	+$1,882,459
VBR Vanguard Small Cap Value	Common	32,312	32,386	+74	$7,019,767	$7,869,372	+$849,605
IWN iShares Tr Russell 2000 Value	Common	24,627	24,680	+53	$4,668,960	$5,459,231	+$790,271
SCHB Schwab US Broad Market	Common	128,422	137,227	+8,805	$3,223,392	$3,974,103	+$750,711
EFA iShares Tr Msci Eafe Fd	Common	88,743	89,573	+830	$8,619,608	$9,304,843	+$685,235
IWR iShares Russell Midcap	Common	48,589	48,661	+72	$4,724,340	$5,368,274	+$643,934
SLYG SPDR SandP 600 Sm Cap Gro	Common	27,555	27,733	+178	$2,662,353	$3,303,848	+$641,495
IWO iShares Tr Russell 2000 Growth	Common	7,823	7,853	+30	$2,454,802	$3,093,654	+$638,852
VNQ Vanguard Reit	Common	50,934	51,277	+343	$4,517,870	$4,944,599	+$426,729
VBK Vanguard Small Cap Grwth	Common	4,807	4,813	+6	$1,452,984	$1,760,007	+$307,023
VEU Vanguard Intl Eqty Index/FTSE	Common	25,974	26,823	+849	$1,950,683	$2,246,432	+$295,749
IYR iShares US Real Estate	Common	34,940	34,948	+8	$3,303,942	$3,573,385	+$269,443
VWO Vanguard Msci Emerging	Common	12,165	15,469	+3,304	$657,509	$923,367	+$265,858
VOO Vanguard SandP 500 Etf	Common	1,591	1,647	+56	$950,876	$1,131,138	+$180,262
VCSH Vanguard Corp Bond Short Term	Common	115,485	117,752	+2,267	$9,154,463	$9,305,962	+$151,499
ICF iShares Tr Cohen and Steer	Common	12,825	13,825	+1,000	$793,739	$934,985	+$141,246
VTIP Vanguard Sh-Term Inf	Common	176,381	177,179	+798	$8,810,239	$8,899,679	+$89,440
XVV iShares ESG Screened SandP 500	Common	5,043	5,231	+188	$248,213	$297,066	+$48,853
VGSH Vanguard Short Term	Common	7,060	7,560	+500	$413,292	$439,992	+$26,700
EUSB Ishares Esg Advnc Ttl	Common	6,018	6,379	+361	$261,803	$277,185	+$15,382
SUSB Ishares Esg Awr 1-5 Y	Common	8,732	8,904	+172	$218,859	$222,514	+$3,655

Similar Firms

Firm Name	Country	13F Value	Holdings
Essential Planning, LLC.	United States	$0.315B	85
INVESTMENT ADVISORY SERVICES INC /TX /ADV	United States	$0.314B	130
Roberts Financial Services LLC	United States	$0.314B	31
HERITAGE OAK WEALTH ADVISORS LLC	United States	$0.315B	73
Tandem Financial, LLC	United States	$0.314B	98
Sentry LLC	United States	$0.314B	118
Spectrum Asset Management, Inc. (NB/CA)	United States	$0.315B	121
Nine Ten Capital Management LLC	United States	$0.315B	8
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	United States	$0.315B	156
Seven Fleet Capital Management LP	United States	$0.315B	114