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Whitegate Investment Counselors’s Vanguard Real Estate ETF VNQ Stock Holding History

Whitegate Investment Counselors’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.52M Buy
50,934
+345
+0.7% +$31.6K 1.44% 22
2025
Q4 		$4.48M Buy
50,589
+6,346
+14% +$570K 1.4% 22
2025
Q3 		$4.04M Sell
44,243
-1,681
-4% -$152K 1.33% 22
2025
Q2 		$4.09M Buy
45,924
+1,535
+3% +$135K 1.39% 21
2025
Q1 		$4.02M Sell
44,389
-1,302
-3% -$118K 1.43% 21
2024
Q4 		$4.07M Sell
45,691
-14,178
-24% -$1.34M 1.4% 21
2024
Q3 		$5.83M Sell
59,869
-2,532
-4% -$233K 1.55% 20
2024
Q2 		$5.23M Sell
62,401
-633
-1% -$52.3K 1.48% 20
2024
Q1 		$5.45M Buy
63,034
+1,536
+2% +$131K 1.54% 20
2023
Q4 		$5.43M Buy
61,498
+261
+0.4% +$20.7K 1.66% 20
2023
Q3 		$4.63M Buy
61,237
+793
+1% +$65.4K 1.55% 20
2023
Q2 		$5.05M Sell
60,444
-6,901
-10% -$565K 1.66% 19
2023
Q1 		$5.59M Sell
67,345
-2,819
-4% -$242K 1.81% 19
2022
Q4 		$5.79M Buy
70,164
+2,198
+3% +$182K 1.98% 18
2022
Q3 		$5.45M Sell
67,966
-5,492
-7% -$514K 2.06% 17
2022
Q2 		$6.69M Sell
73,458
-2,405
-3% -$240K 2.45% 15
2022
Q1 		$8.22M Sell
75,863
-20,527
-21% -$2.17M 2.54% 16
2021
Q4 		$11.2M Sell
96,390
-2,309
-2% -$252K 3.29% 13
2021
Q3 		$10M Sell
98,699
-542
-0.5% -$57.5K 1.43% 21
2021
Q2 		$10.1M Buy
99,241
+1,749
+2% +$173K 1.43% 21
2021
Q1 		$8.96M Buy
97,492
+435
+0.4% +$38.2K 1.37% 22
2020
Q4 		$8.24M Buy
97,057
+795
+0.8% +$65.9K 1.33% 22
2020
Q3 		$7.6M Buy
96,262
+1,694
+2% +$136K 1.39% 22
2020
Q2 		$7.43M Sell
94,568
-18,348
-16% -$1.39M 1.48% 20
2020
Q1 		$7.89M Buy
112,916
+4,292
+4% +$377K 1.91% 12
2019
Q4 		$10.1M Buy
108,624
+1,268
+1% +$117K 1.83% 10
2019
Q3 		$10M Buy
107,356
+3,490
+3% +$317K 1.96% 9
2019
Q2 		$9.08M Buy
103,866
+518
+0.5% +$45.3K 1.82% 11
2019
Q1 		$8.98M Buy
103,348
+1,616
+2% +$134K 1.86% 9
2018
Q4 		$7.59M Buy
101,732
+9,019
+10% +$711K 1.75% 10
2018
Q3 		$7.48M Sell
92,713
-5,807
-6% -$478K 1.53% 16
2018
Q2 		$8.02M Sell
98,520
-10,565
-10% -$819K 1.64% 14
2018
Q1 		$8.23M Buy
109,085
+16,388
+18% +$1.25M 1.76% 12
2017
Q4 		$7.69M Buy
92,697
+11,006
+13% +$922K 1.61% 13
2017
Q3 		$6.79M Buy
81,691
+6,306
+8% +$527K 1.5% 18
2017
Q2 		$6.27M Buy
75,385
+209
+0.3% +$17.4K 1.42% 18
2017
Q1 		$6.21M Buy
75,176
+15,775
+27% +$1.31M 1.49% 16
2016
Q4 		$4.9M Buy
59,401
+6,611
+13% +$538K 1.31% 22
2016
Q3 		$4.58M Buy
52,790
+2,120
+4% +$189K 1.24% 26
2016
Q2 		$4.49M Buy
+50,670
New +$4.26M 1.25% 28
2014
Q1 		$4.17M Buy
+49,768
New +$3.41M 1.14% 31

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Whitegate Investment Counselors increased its Vanguard Real Estate ETF (VNQ) stake by 0.68% in Q1 2026, buying an estimated $31.6K and bringing the position to 50,934 shares worth $4.52M. The position accounts for 1.44% of the portfolio, ranked #22.

Whitegate Investment Counselors first reported a position in VNQ in Q1 2014 and has held it in 41 quarters since. The position peaked at $11.2M in Q4 2021. 1,773 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Whitegate Investment Counselors held 50,934 shares of Vanguard Real Estate ETF worth $4.52M as of Q1 2026.
  • Whitegate Investment Counselors bought 345 Vanguard Real Estate ETF shares in Q1 2026, an estimated $31.6K.
  • Vanguard Real Estate ETF made up 1.44% of Whitegate Investment Counselors's portfolio in Q1 2026, its #22 holding.
  • Whitegate Investment Counselors first reported a position in Vanguard Real Estate ETF in Q1 2014 and has held it in 41 quarters since.
  • Whitegate Investment Counselors's Vanguard Real Estate ETF position peaked at $11.2M in Q4 2021.
  • 1,773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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