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 Q2	$1.25M	Sell	12,330 -5,050	-29%	-$511K	0.36%	37
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 $80.9B AUM 26.08% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

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

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

Whitegate Investment Counselors reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 29% in Q2 2026, selling an estimated $511K and leaving 12,330 shares worth $1.25M. The position accounts for 0.36% of the portfolio, ranked #37.

Whitegate Investment Counselors first reported a position in VTES in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.68M in Q1 2024. 299 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

Whitegate Investment Counselors held 12,330 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.25M as of Q2 2026.
Whitegate Investment Counselors sold 5,050 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $511K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.36% of Whitegate Investment Counselors's portfolio in Q2 2026, its #37 holding.
Whitegate Investment Counselors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2023 and has held it in 12 quarters since.
Whitegate Investment Counselors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $2.68M in Q1 2024.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

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