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Whitegate Investment Counselors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Whitegate Investment Counselors’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$293K Sell
2,215
-54
-2% -$6.88K 0.08% 58
2026
Q1 		$255K Sell
2,269
-100
-4% -$11.9K 0.08% 58
2025
Q4 		$287K Buy
2,369
+3
+0.1% +$360 0.09% 51
2025
Q3 		$280K Buy
2,366
+94
+4% +$10.7K 0.09% 55
2025
Q2 		$249K Buy
+2,272
New +$229K 0.08% 59

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Whitegate Investment Counselors's ESGV Position: Q2 2026 in Review

Whitegate Investment Counselors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.4% in Q2 2026, selling an estimated $6.88K and leaving 2,215 shares worth $293K. The position accounts for 0.08% of the portfolio, ranked #58.

Whitegate Investment Counselors first reported a position in ESGV in Q2 2025 and has held it in 5 quarters since. 717 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Whitegate Investment Counselors held 2,215 shares of Vanguard ESG US Stock ETF worth $293K as of Q2 2026.
  • Whitegate Investment Counselors sold 54 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $6.88K.
  • Vanguard ESG US Stock ETF made up 0.08% of Whitegate Investment Counselors's portfolio in Q2 2026, its #58 holding.
  • Whitegate Investment Counselors first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • 717 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Whitegate Investment Counselors's 13F filing for Q2 2026, filed 10 Aug 2026.