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Whitegate Investment Counselors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Whitegate Investment Counselors’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.28M Sell
28,630
-18
-0.1% -$3.36K 1.68% 18
2025
Q4 		$5.08M Buy
28,648
+2,886
+11% +$505K 1.59% 18
2025
Q3 		$4.5M Sell
25,762
-591
-2% -$101K 1.48% 19
2025
Q2 		$4.33M Buy
26,353
+953
+4% +$151K 1.47% 19
2025
Q1 		$4.08M Sell
25,400
-265
-1% -$43.3K 1.45% 19
2024
Q4 		$4.15M Sell
25,665
-24,211
-49% -$4.08M 1.42% 20
2024
Q3 		$8.36M Sell
49,876
-677
-1% -$108K 2.22% 15
2024
Q2 		$7.6M Buy
50,553
+1,880
+4% +$285K 2.16% 16
2024
Q1 		$7.59M Buy
48,673
+808
+2% +$119K 2.14% 17
2023
Q4 		$6.94M Buy
47,865
+182
+0.4% +$24.4K 2.12% 17
2023
Q3 		$6.24M Buy
47,683
+4
+0% +$554 2.09% 18
2023
Q2 		$6.6M Sell
47,679
-179
-0.4% -$23.9K 2.17% 17
2023
Q1 		$6.42M Buy
47,858
+625
+1% +$86.7K 2.07% 17
2022
Q4 		$6.39M Buy
47,233
+1,108
+2% +$149K 2.18% 16
2022
Q3 		$5.62M Sell
46,125
-60
-0.1% -$8.12K 2.13% 16
2022
Q2 		$5.98M Buy
46,185
+223
+0.5% +$31.5K 2.19% 18
2022
Q1 		$6.88M Buy
45,962
+1,239
+3% +$182K 2.13% 18
2021
Q4 		$6.72M Sell
44,723
-3,068
-6% -$451K 1.98% 18
2021
Q3 		$6.67M Buy
47,791
+239
+0.5% +$33.9K 0.95% 30
2021
Q2 		$6.68M Buy
47,552
+949
+2% +$134K 0.95% 29
2021
Q1 		$6.29M Buy
46,603
+471
+1% +$60.3K 0.96% 28
2020
Q4 		$5.49M Sell
46,132
-283
-0.6% -$31.7K 0.89% 34
2020
Q3 		$4.71M Sell
46,415
-1,333
-3% -$135K 0.86% 36
2020
Q2 		$4.57M Buy
47,748
+23,545
+97% +$2.16M 0.91% 35
2020
Q1 		$1.97M Sell
24,203
-136
-0.6% -$14.6K 0.48% 66
2019
Q4 		$2.9M Buy
24,339
+194
+0.8% +$22.4K 0.53% 65
2019
Q3 		$2.73M Buy
24,145
+249
+1% +$27.7K 0.54% 66
2019
Q2 		$2.66M Sell
23,896
-371
-2% -$40.6K 0.53% 67
2019
Q1 		$2.62M Sell
24,267
-6,009
-20% -$631K 0.54% 66
2018
Q4 		$2.88M Buy
30,276
+208
+0.7% +$21.8K 0.67% 50
2018
Q3 		$3.4M Buy
30,068
+74
+0.2% +$8.41K 0.69% 53
2018
Q2 		$3.31M Buy
29,994
+960
+3% +$106K 0.68% 50
2018
Q1 		$3.18M Buy
29,034
+257
+0.9% +$28.9K 0.68% 50
2017
Q4 		$3.21M Buy
28,777
+714
+3% +$77.3K 0.67% 52
2017
Q3 		$2.96M Sell
28,063
-89
-0.3% -$9.25K 0.65% 52
2017
Q2 		$2.9M Buy
28,152
+239
+0.9% +$24.4K 0.65% 56
2017
Q1 		$2.85M Buy
27,913
+1,191
+4% +$120K 0.68% 53
2016
Q4 		$2.6M Buy
26,722
+50
+0.2% +$4.74K 0.69% 56
2016
Q3 		$2.5M Buy
26,672
+70
+0.3% +$6.48K 0.68% 54
2016
Q2 		$2.37M Buy
+26,602
New +$2.34M 0.66% 54
2014
Q1 		$2.3M Buy
+26,396
New +$2.12M 0.63% 56

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Whitegate Investment Counselors reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 0.06% in Q1 2026, selling an estimated $3.36K and leaving 28,630 shares worth $5.28M. The position accounts for 1.68% of the portfolio, ranked #18.

Whitegate Investment Counselors first reported a position in VOE in Q1 2014 and has held it in 41 quarters since. The position peaked at $8.36M in Q3 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Whitegate Investment Counselors held 28,630 shares of Vanguard Mid-Cap Value ETF worth $5.28M as of Q1 2026.
  • Whitegate Investment Counselors sold 18 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $3.36K.
  • Vanguard Mid-Cap Value ETF made up 1.68% of Whitegate Investment Counselors's portfolio in Q1 2026, its #18 holding.
  • Whitegate Investment Counselors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2014 and has held it in 41 quarters since.
  • Whitegate Investment Counselors's Vanguard Mid-Cap Value ETF position peaked at $8.36M in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

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