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Whitegate Investment Counselors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Whitegate Investment Counselors’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Sell
3,851
-39
-1% -$11.3K 0.34% 38
2026
Q1 		$1M Buy
3,890
+1
+0% +$274 0.32% 38
2025
Q4 		$1.09M Buy
3,889
+1
+0% +$286 0.34% 37
2025
Q3 		$1.14M Sell
3,888
-344
-8% -$99.2K 0.38% 37
2025
Q2 		$1.2M Buy
4,232
+772
+22% +$199K 0.41% 35
2025
Q1 		$847K Buy
3,460
+331
+11% +$86.1K 0.3% 41
2024
Q4 		$794K Sell
3,129
-8,693
-74% -$2.24M 0.27% 42
2024
Q3 		$2.88M Buy
11,822
+32
+0.3% +$7.45K 0.76% 26
2024
Q2 		$2.71M Buy
11,790
+34
+0.3% +$7.8K 0.77% 26
2024
Q1 		$2.77M Buy
11,756
+1,155
+11% +$259K 0.78% 26
2023
Q4 		$2.33M Buy
10,601
+28
+0.3% +$5.6K 0.71% 27
2023
Q3 		$2.06M Buy
10,573
+14
+0.1% +$2.86K 0.69% 28
2023
Q2 		$2.17M Buy
10,559
+329
+3% +$63.8K 0.71% 29
2023
Q1 		$1.99M Buy
10,230
+178
+2% +$34.1K 0.64% 32
2022
Q4 		$1.81M Buy
10,052
+357
+4% +$64.7K 0.62% 31
2022
Q3 		$1.65M Buy
9,695
+69
+0.7% +$13.1K 0.63% 33
2022
Q2 		$1.69M Buy
9,626
+15
+0.2% +$2.9K 0.62% 34
2022
Q1 		$2.14M Buy
9,611
+282
+3% +$62.2K 0.66% 32
2021
Q4 		$2.38M Sell
9,329
-2,531
-21% -$638K 0.7% 31
2021
Q3 		$2.8M Sell
11,860
-1,067
-8% -$258K 0.4% 69
2021
Q2 		$3.06M Buy
12,927
+362
+3% +$81.2K 0.43% 64
2021
Q1 		$2.7M Buy
12,565
+10,506
+510% +$2.28M 0.41% 64
2020
Q4 		$437K Buy
2,059
+220
+12% +$43.3K 0.07% 156
2020
Q3 		$331K Hold
1,839
– – 0.06% 161
2020
Q2 		$304K Buy
1,839
+67
+4% +$10.1K 0.06% 164
2020
Q1 		$224K Sell
1,772
-37
-2% -$5.62K 0.05% 163
2019
Q4 		$287K Buy
+1,809
New +$276K 0.05% 169

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Whitegate Investment Counselors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1% in Q2 2026, selling an estimated $11.3K and leaving 3,851 shares worth $1.18M. The position accounts for 0.34% of the portfolio, ranked #38.

Whitegate Investment Counselors first reported a position in VOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.06M in Q2 2021. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Whitegate Investment Counselors held 3,851 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.18M as of Q2 2026.
  • Whitegate Investment Counselors sold 39 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $11.3K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.34% of Whitegate Investment Counselors's portfolio in Q2 2026, its #38 holding.
  • Whitegate Investment Counselors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Whitegate Investment Counselors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.06M in Q2 2021.
  • 1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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