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Whitegate Investment Counselors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Whitegate Investment Counselors’s Portfolio VGLT Stock Details VGLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$201K Hold
3,630
– – 0.06% 63
2025
Q4 		$203K Buy
+3,630
New +$207K 0.06% 63

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Whitegate Investment Counselors's VGLT Position: Q1 2026 in Review

Whitegate Investment Counselors held its Vanguard Long-Term Treasury ETF (VGLT) position steady in Q1 2026 at 3,630 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #63.

Whitegate Investment Counselors first reported a position in VGLT in Q4 2025 and has held it in 2 quarters since. The position peaked at $203K in Q4 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Whitegate Investment Counselors held 3,630 shares of Vanguard Long-Term Treasury ETF worth $201K as of Q1 2026.
  • Whitegate Investment Counselors left its Vanguard Long-Term Treasury ETF share count unchanged in Q1 2026.
  • Vanguard Long-Term Treasury ETF made up 0.06% of Whitegate Investment Counselors's portfolio in Q1 2026, its #63 holding.
  • Whitegate Investment Counselors first reported a position in Vanguard Long-Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Whitegate Investment Counselors's Vanguard Long-Term Treasury ETF position peaked at $203K in Q4 2025.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.