Whitegate Investment Counselors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,214	Closed	-$276K	–	65
2022 Q1	$276K	Buy	1,214 +283	+30%	+$63.6K	0.09%	52
2021 Q4	$225K	Sell	931 -627	-40%	-$148K	0.07%	58
2021 Q3	$346K	Buy	1,558 +57	+4%	+$13K	0.05%	187
2021 Q2	$334K	Buy	+1,501	New	+$326K	0.05%	182

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

Whitegate Investment Counselors's VTI Position: Q2 2022 in Review

Whitegate Investment Counselors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 1,214 shares — an estimated $276K sold.

Whitegate Investment Counselors first reported a position in VTI in Q2 2021 and held it in 4 quarters. The position peaked at $346K in Q3 2021. 2,168 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

Whitegate Investment Counselors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Whitegate Investment Counselors sold 1,214 Vanguard Morningstar Total Stock Market ETF shares in Q2 2022, an estimated $276K.
Whitegate Investment Counselors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and held it in 4 quarters.
Whitegate Investment Counselors's Vanguard Morningstar Total Stock Market ETF position peaked at $346K in Q3 2021.
2,168 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2022.

Based on Whitegate Investment Counselors's 13F filing for Q2 2022, filed 28 Jul 2022.