Whitegate Investment Counselors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.45M | Sell |
4,807
-338
| -7% | -$106K | 0.46% | 33 |
|
|
2025
Q4 | $1.55M | Buy |
5,145
+307
| +6% | +$92.6K | 0.49% | 33 |
|
|
2025
Q3 | $1.44M | Sell |
4,838
-603
| -11% | -$174K | 0.47% | 33 |
|
|
2025
Q2 | $1.51M | Buy |
5,441
+570
| +12% | +$147K | 0.51% | 32 |
|
|
2025
Q1 | $1.23M | Buy |
4,871
+107
| +2% | +$29.6K | 0.44% | 34 |
|
|
2024
Q4 | $1.33M | Sell |
4,764
-141
| -3% | -$39.9K | 0.46% | 32 |
|
|
2024
Q3 | $1.31M | Buy |
4,905
+78
| +2% | +$20K | 0.35% | 34 |
|
|
2024
Q2 | $1.21M | Sell |
4,827
-10
| -0.2% | -$2.5K | 0.34% | 35 |
|
|
2024
Q1 | $1.26M | Buy |
4,837
+537
| +12% | +$132K | 0.36% | 35 |
|
|
2023
Q4 | $1.04M | Sell |
4,300
-149
| -3% | -$32.3K | 0.32% | 37 |
|
|
2023
Q3 | $953K | Buy |
4,449
+1
| +0% | +$227 | 0.32% | 35 |
|
|
2023
Q2 | $1.02M | Sell |
4,448
-69
| -2% | -$15K | 0.34% | 35 |
|
|
2023
Q1 | $978K | Sell |
4,517
-1,960
| -30% | -$424K | 0.32% | 39 |
|
|
2022
Q4 | $1.3M | Sell |
6,477
-1,302
| -17% | -$266K | 0.44% | 35 |
|
|
2022
Q3 | $1.52M | Buy |
7,779
+405
| +5% | +$86.9K | 0.58% | 34 |
|
|
2022
Q2 | $1.45M | Sell |
7,374
-670
| -8% | -$145K | 0.53% | 35 |
|
|
2022
Q1 | $2M | Buy |
8,044
+3,844
| +92% | +$946K | 0.62% | 33 |
|
|
2021
Q4 | $1.18M | Buy |
+4,200
| New | +$1.2M | 0.35% | 34 |
|
|
2021
Q2 | – | Sell |
-3,086
| Closed | -$848K | – | 226 |
|
|
2021
Q1 | $848K | Buy |
3,086
+11
| +0.4% | +$3.1K | 0.13% | 125 |
|
|
2020
Q4 | $823K | Buy |
+3,075
| New | +$744K | 0.13% | 119 |
|
|
2020
Q1 | – | Sell |
-1,770
| Closed | -$352K | – | 202 |
|
|
2019
Q4 | $352K | Buy |
1,770
+190
| +12% | +$36.1K | 0.06% | 157 |
|
|
2019
Q3 | $288K | Hold |
1,580
| – | – | 0.06% | 164 |
|
|
2019
Q2 | $294K | Hold |
1,580
| – | – | 0.06% | 161 |
|
|
2019
Q1 | $284K | Hold |
1,580
| – | – | 0.06% | 163 |
|
|
2018
Q4 | $238K | Buy |
+1,580
| New | +$261K | 0.06% | 168 |
|
|
2018
Q3 | – | Sell |
-1,582
| Closed | -$278K | – | 189 |
|
|
2018
Q2 | $278K | Hold |
1,582
| – | – | 0.06% | 159 |
|
|
2018
Q1 | $259K | Hold |
1,582
| – | – | 0.06% | 164 |
|
|
2017
Q4 | $254K | Sell |
1,582
-910
| -37% | -$143K | 0.05% | 166 |
|
|
2017
Q3 | $380K | Hold |
2,492
| – | – | 0.08% | 143 |
|
|
2017
Q2 | $363K | Sell |
2,492
-275
| -10% | -$39.4K | 0.08% | 144 |
|
|
2017
Q1 | $389K | Sell |
2,767
-315
| -10% | -$43.6K | 0.09% | 136 |
|
|
2016
Q4 | $410K | Hold |
3,082
| – | – | 0.11% | 120 |
|
|
2016
Q3 | $406K | Buy |
3,082
+1
| +0% | +$130 | 0.11% | 118 |
|
|
2016
Q2 | $382K | Buy |
+3,081
| New | +$374K | 0.11% | 121 |
|
|
2014
Q1 | $664K | Buy |
+5,581
| New | +$691K | 0.18% | 98 |
|
Other funds holding VBK
EWA
Whitegate Investment Counselors's VBK Position: Q1 2026 in Review
Whitegate Investment Counselors reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 6.6% in Q1 2026, selling an estimated $106K and leaving 4,807 shares worth $1.45M. The position accounts for 0.46% of the portfolio, ranked #33.
Whitegate Investment Counselors first reported a position in VBK in Q1 2014 and has held it in 35 quarters since. The position peaked at $2M in Q1 2022. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.
- Whitegate Investment Counselors held 4,807 shares of Vanguard Small-Cap Growth ETF worth $1.45M as of Q1 2026.
- Whitegate Investment Counselors sold 338 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $106K.
- Vanguard Small-Cap Growth ETF made up 0.46% of Whitegate Investment Counselors's portfolio in Q1 2026, its #33 holding.
- Whitegate Investment Counselors first reported a position in Vanguard Small-Cap Growth ETF in Q1 2014 and has held it in 35 quarters since.
- Whitegate Investment Counselors's Vanguard Small-Cap Growth ETF position peaked at $2M in Q1 2022.
- 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.
Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.