Whitegate Investment Counselors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.8M | Sell |
87,462
-901
| -1% | -$201K | 5.98% | 5 |
|
|
2025
Q4 | $19.4M | Buy |
88,363
+154
| +0.2% | +$33.6K | 6.07% | 5 |
|
|
2025
Q3 | $19M | Sell |
88,209
-1,546
| -2% | -$325K | 6.27% | 5 |
|
|
2025
Q2 | $18.4M | Buy |
89,755
+489
| +0.5% | +$94.8K | 6.24% | 5 |
|
|
2025
Q1 | $17.3M | Sell |
89,266
-3,323
| -4% | -$661K | 6.15% | 5 |
|
|
2024
Q4 | $18.1M | Sell |
92,589
-15,327
| -14% | -$3.06M | 6.22% | 5 |
|
|
2024
Q3 | $21.4M | Sell |
107,916
-2,668
| -2% | -$508K | 5.67% | 5 |
|
|
2024
Q2 | $20.2M | Buy |
110,584
+610
| +0.6% | +$110K | 5.73% | 5 |
|
|
2024
Q1 | $20.1M | Buy |
109,974
+360
| +0.3% | +$63.2K | 5.66% | 5 |
|
|
2023
Q4 | $18.7M | Sell |
109,614
-104
| -0.1% | -$16.7K | 5.7% | 6 |
|
|
2023
Q3 | $17M | Buy |
109,718
+69
| +0.1% | +$11.2K | 5.71% | 6 |
|
|
2023
Q2 | $17.8M | Sell |
109,649
-3,469
| -3% | -$543K | 5.85% | 5 |
|
|
2023
Q1 | $17.4M | Buy |
113,118
+1,216
| +1% | +$186K | 5.63% | 6 |
|
|
2022
Q4 | $17M | Buy |
111,902
+1,844
| +2% | +$275K | 5.8% | 5 |
|
|
2022
Q3 | $14.9M | Sell |
110,058
-335
| -0.3% | -$49.9K | 5.63% | 4 |
|
|
2022
Q2 | $15.8M | Sell |
110,393
-184
| -0.2% | -$28K | 5.79% | 4 |
|
|
2022
Q1 | $17.9M | Sell |
110,577
-1,508
| -1% | -$243K | 5.54% | 5 |
|
|
2021
Q4 | $19.3M | Sell |
112,085
-21,318
| -16% | -$3.51M | 5.66% | 5 |
|
|
2021
Q3 | $20.5M | Sell |
133,403
-7,457
| -5% | -$1.19M | 2.91% | 5 |
|
|
2021
Q2 | $21.8M | Sell |
140,860
-1,100
| -0.8% | -$169K | 3.09% | 4 |
|
|
2021
Q1 | $20.9M | Sell |
141,960
-472
| -0.3% | -$67.1K | 3.18% | 3 |
|
|
2020
Q4 | $20.1M | Buy |
142,432
+2,484
| +2% | +$337K | 3.26% | 4 |
|
|
2020
Q3 | $18M | Buy |
139,948
+8,044
| +6% | +$1.01M | 3.28% | 4 |
|
|
2020
Q2 | $15.5M | Buy |
131,904
+3,959
| +3% | +$451K | 3.09% | 4 |
|
|
2020
Q1 | $13.2M | Sell |
127,945
-444
| -0.3% | -$53K | 3.21% | 2 |
|
|
2019
Q4 | $16M | Buy |
128,389
+2,353
| +2% | +$285K | 2.9% | 3 |
|
|
2019
Q3 | $15.1M | Buy |
126,036
+4,368
| +4% | +$515K | 2.96% | 3 |
|
|
2019
Q2 | $14M | Buy |
121,668
+310
| +0.3% | +$34.8K | 2.82% | 3 |
|
|
2019
Q1 | $13.3M | Buy |
121,358
+915
| +0.8% | +$96.4K | 2.75% | 3 |
|
|
2018
Q4 | $11.8M | Buy |
120,443
+578
| +0.5% | +$60.3K | 2.73% | 3 |
|
|
2018
Q3 | $13.3M | Sell |
119,865
-674
| -0.6% | -$72.5K | 2.71% | 3 |
|
|
2018
Q2 | $12.2M | Buy |
120,539
+1,071
| +0.9% | +$109K | 2.5% | 5 |
|
|
2018
Q1 | $12.1M | Sell |
119,468
-970
| -0.8% | -$101K | 2.57% | 3 |
|
|
2017
Q4 | $12.3M | Buy |
120,438
+639
| +0.5% | +$62.9K | 2.57% | 4 |
|
|
2017
Q3 | $11.4M | Buy |
119,799
+223
| +0.2% | +$20.8K | 2.51% | 4 |
|
|
2017
Q2 | $11.1M | Sell |
119,576
-2,157
| -2% | -$198K | 2.5% | 6 |
|
|
2017
Q1 | $10.9M | Buy |
121,733
+3,953
| +3% | +$350K | 2.63% | 4 |
|
|
2016
Q4 | $10M | Sell |
117,780
-1,340
| -1% | -$113K | 2.68% | 5 |
|
|
2016
Q3 | $10M | Sell |
119,120
-456
| -0.4% | -$38.7K | 2.72% | 5 |
|
|
2016
Q2 | $9.95M | Buy |
+119,576
| New | +$9.77M | 2.76% | 5 |
|
|
2014
Q1 | $10.1M | Buy |
+124,480
| New | +$9.19M | 2.77% | 4 |
|
Other funds holding VIG
VGA
HWM
Whitegate Investment Counselors's VIG Position: Q1 2026 in Review
Whitegate Investment Counselors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1% in Q1 2026, selling an estimated $201K and leaving 87,462 shares worth $18.8M. The position accounts for 5.98% of the portfolio, ranked #5.
Whitegate Investment Counselors first reported a position in VIG in Q1 2014 and has held it in 41 quarters since. The position peaked at $21.8M in Q2 2021. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.
- Whitegate Investment Counselors held 87,462 shares of Vanguard Dividend Appreciation ETF worth $18.8M as of Q1 2026.
- Whitegate Investment Counselors sold 901 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $201K.
- Vanguard Dividend Appreciation ETF made up 5.98% of Whitegate Investment Counselors's portfolio in Q1 2026, its #5 holding.
- Whitegate Investment Counselors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2014 and has held it in 41 quarters since.
- Whitegate Investment Counselors's Vanguard Dividend Appreciation ETF position peaked at $21.8M in Q2 2021.
- 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.
Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.