Whitegate Investment Counselors’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Buy	1,647 +56	+4%	+$37.3K	0.32%	39
2026 Q1	$951K	Buy	1,591 +2	+0.1%	+$1.25K	0.3%	39
2025 Q4	$996K	Buy	1,589 +370	+30%	+$230K	0.31%	38
2025 Q3	$746K	Sell	1,219 -18	-1%	-$10.6K	0.25%	43
2025 Q2	$703K	Buy	1,237 +88	+8%	+$46.2K	0.24%	49
2025 Q1	$591K	Buy	1,149 +459	+67%	+$248K	0.21%	47
2024 Q4	$372K	Buy	690 +41	+6%	+$22.2K	0.13%	53
2024 Q3	$342K	Buy	649 +10	+2%	+$5.08K	0.09%	54
2024 Q2	$320K	Buy	639 +90	+16%	+$43.3K	0.09%	52
2024 Q1	$264K	Buy	+549	New	+$251K	0.07%	54
2023 Q2	–	Sell	-1,937	Closed	-$728K	–	63
2023 Q1	$728K	Buy	1,937 +2	+0.1%	+$733	0.24%	42
2022 Q4	$680K	Sell	1,935 -180	-9%	-$63.6K	0.23%	43
2022 Q3	$694K	Hold	2,115	–	–	0.26%	40
2022 Q2	$734K	Buy	2,115 +200	+10%	+$75.3K	0.27%	39
2022 Q1	$795K	Hold	1,915	–	–	0.25%	35
2021 Q4	$836K	Buy	+1,915	New	+$808K	0.25%	35

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Whitegate Investment Counselors increased its Vanguard S&P 500 ETF (VOO) stake by 3.5% in Q2 2026, buying an estimated $37.3K and bringing the position to 1,647 shares worth $1.13M. The position accounts for 0.32% of the portfolio, ranked #39.

Whitegate Investment Counselors first reported a position in VOO in Q4 2021 and has held it in 16 quarters since. 4,007 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Whitegate Investment Counselors held 1,647 shares of Vanguard S&P 500 ETF worth $1.13M as of Q2 2026.
Whitegate Investment Counselors bought 56 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $37.3K.
Vanguard S&P 500 ETF made up 0.32% of Whitegate Investment Counselors's portfolio in Q2 2026, its #39 holding.
Whitegate Investment Counselors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
4,007 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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