Whitegate Investment Counselors, Inc. quarter change: USA ETF, New
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).
- VXUS: Country of operation —; Class Common; Shares 2026-03-31 0; Shares 2026-06-30 3,667.
- QQQ: Country of operation —; Class Common; Shares 2026-03-31 0; Shares 2026-06-30 311.
- ESML: Country of operation —; Class Common; Shares 2026-03-31 0; Shares 2026-06-30 4,018.
- XJH: Country of operation —; Class Common; Shares 2026-03-31 0; Shares 2026-06-30 4,200.
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.
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