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Whitegate Investment Counselors, Inc.: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitegate Investment Counselors, Inc. on VUG, newest first. How the timeline and the estimate are built.

Whitegate Investment Counselors, Inc. held 299,579 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 299,579 shares
    Change vs previous 13F +250,203 shares

    7.35% of the 13F portfolio, value $25,805,700.

    13F-HR 0001667102-26-000003 filed by Whitegate Investment Counselors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 49,376 shares
    Change vs previous 13F -354 shares

    6.86% of the 13F portfolio, value $21,566,971.

    13F-HR 0001667102-26-000002 filed by Whitegate Investment Counselors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 49,730 shares
    Change vs previous 13F -993 shares

    7.58% of the 13F portfolio, value $24,261,281.

    13F-HR 0001667102-26-000001 filed by Whitegate Investment Counselors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 50,723 shares
    Change vs previous 13F -11 shares

    8.01% of the 13F portfolio, value $24,327,340.

    13F-HR 0001667102-25-000006 filed by Whitegate Investment Counselors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,734 shares
    Change vs previous 13F -994 shares

    7.55% of the 13F portfolio, value $22,241,720.

    13F-HR 0001667102-25-000003 filed by Whitegate Investment Counselors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 51,728 shares
    Change vs previous 13F -298 shares

    6.81% of the 13F portfolio, value $19,182,040.

    13F-HR 0001667102-25-000002 filed by Whitegate Investment Counselors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 52,026 shares
    Change vs previous 13F -18,480 shares

    7.32% of the 13F portfolio, value $21,353,818.

    13F-HR 0001667102-25-000001 filed by Whitegate Investment Counselors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 70,506 shares
    Change vs previous 13F not available

    7.18% of the 13F portfolio, value $27,069,258.

    13F-HR 0001667102-24-000005 filed by Whitegate Investment Counselors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).