Whitegate Investment Counselors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Whitegate Investment Counselors’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$440K	Buy	7,560 +500	+7%	+$29.1K	0.13%	47
2026 Q1	$413K	Buy	7,060 +2,710	+62%	+$159K	0.13%	48
2025 Q4	$255K	Buy	4,350 +435	+11%	+$25.6K	0.08%	57
2025 Q3	$230K	Hold	3,915	–	–	0.08%	59
2025 Q2	$230K	Buy	3,915 +275	+8%	+$16.1K	0.08%	60
2025 Q1	$214K	Hold	3,640	–	–	0.08%	61
2024 Q4	$212K	Buy	+3,640	New	+$212K	0.07%	61
2021 Q4	–	Sell	-7,899	Closed	-$485K	–	205
2021 Q3	$485K	Sell	7,899 -3,500	-31%	-$215K	0.07%	159
2021 Q2	$700K	Buy	11,399 +555	+5%	+$34.1K	0.1%	144
2021 Q1	$667K	Sell	10,844 -260	-2%	-$16K	0.1%	138
2020 Q4	$684K	Buy	11,104 +4,500	+68%	+$279K	0.11%	132
2020 Q3	$410K	Buy	6,604 +2,454	+59%	+$152K	0.07%	152
2020 Q2	$258K	Buy	+4,150	New	+$258K	0.05%	172

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Whitegate Investment Counselors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 7.1% in Q2 2026, buying an estimated $29.1K and bringing the position to 7,560 shares worth $440K. The position accounts for 0.13% of the portfolio, ranked #47.

Whitegate Investment Counselors first reported a position in VGSH in Q2 2020 and has held it in 13 quarters since. The position peaked at $700K in Q2 2021. 1,094 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Whitegate Investment Counselors held 7,560 shares of Vanguard Short-Term Treasury ETF worth $440K as of Q2 2026.
Whitegate Investment Counselors bought 500 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $29.1K.
Vanguard Short-Term Treasury ETF made up 0.13% of Whitegate Investment Counselors's portfolio in Q2 2026, its #47 holding.
Whitegate Investment Counselors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and has held it in 13 quarters since.
Whitegate Investment Counselors's Vanguard Short-Term Treasury ETF position peaked at $700K in Q2 2021.
1,094 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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