Whitegate Investment Counselors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.76M	Hold	17,380	–	–	0.56%	32
2025 Q4	$1.77M	Hold	17,380	–	–	0.55%	32
2025 Q3	$1.77M	Hold	17,380	–	–	0.58%	32
2025 Q2	$1.75M	Sell	17,380 -3,750	-18%	-$376K	0.6%	31
2025 Q1	$2.12M	Sell	21,130 -3,715	-15%	-$374K	0.75%	30
2024 Q4	$2.49M	Sell	24,845 -860	-3%	-$86.6K	0.85%	26
2024 Q3	$2.61M	Sell	25,705 -105	-0.4%	-$10.6K	0.69%	28
2024 Q2	$2.58M	Sell	25,810 -770	-3%	-$77K	0.73%	27
2024 Q1	$2.68M	Buy	26,580 +2,835	+12%	+$286K	0.75%	27
2023 Q4	$2.41M	Buy	23,745 +15,900	+203%	+$1.59M	0.73%	26
2023 Q3	$774K	Buy	+7,845	New	+$784K	0.26%	39

Other funds holding VTES

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Whitegate Investment Counselors held its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) position steady in Q1 2026 at 17,380 shares worth $1.76M. The position accounts for 0.56% of the portfolio, ranked #32.

Whitegate Investment Counselors first reported a position in VTES in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.68M in Q1 2024. 279 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

Whitegate Investment Counselors held 17,380 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.76M as of Q1 2026.
Whitegate Investment Counselors left its Vanguard Short-Term Tax-Exempt Bond ETF share count unchanged in Q1 2026.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.56% of Whitegate Investment Counselors's portfolio in Q1 2026, its #32 holding.
Whitegate Investment Counselors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2023 and has held it in 11 quarters since.
Whitegate Investment Counselors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $2.68M in Q1 2024.
279 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2026.

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