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Whitegate Investment Counselors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Whitegate Investment Counselors’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.9M Buy
177,179
+798
+0.5% +$40.1K 2.53% 14
2026
Q1 		$8.81M Sell
176,381
-2,918
-2% -$145K 2.8% 13
2025
Q4 		$8.87M Buy
179,299
+11,637
+7% +$582K 2.77% 13
2025
Q3 		$8.49M Sell
167,662
-3,529
-2% -$178K 2.79% 13
2025
Q2 		$8.61M Buy
171,191
+2,192
+1% +$109K 2.92% 12
2025
Q1 		$8.43M Sell
168,999
-4,066
-2% -$200K 2.99% 11
2024
Q4 		$8.38M Sell
173,065
-54,874
-24% -$2.68M 2.87% 12
2024
Q3 		$11.2M Buy
227,939
+5,467
+2% +$266K 2.98% 13
2024
Q2 		$10.8M Buy
222,472
+4,497
+2% +$216K 3.07% 12
2024
Q1 		$10.4M Buy
217,975
+388
+0.2% +$18.5K 2.94% 13
2023
Q4 		$10.3M Buy
217,587
+3,270
+2% +$155K 3.15% 12
2023
Q3 		$10.1M Buy
214,317
+4,737
+2% +$224K 3.39% 10
2023
Q2 		$9.94M Buy
209,580
+1,810
+0.9% +$86.3K 3.26% 10
2023
Q1 		$9.94M Sell
207,770
-3,050
-1% -$144K 3.21% 11
2022
Q4 		$9.85M Buy
210,820
+4,345
+2% +$207K 3.36% 10
2022
Q3 		$9.93M Buy
206,475
+12,139
+6% +$601K 3.76% 10
2022
Q2 		$9.74M Buy
194,336
+187,291
+2,658% +$9.47M 3.56% 10
2022
Q1 		$361K Buy
+7,045
New +$361K 0.11% 46
2020
Q1 		– Sell
-8,432
Closed -$416K – 204
2019
Q4 		$416K Buy
8,432
+45
+0.5% +$2.22K 0.08% 154
2019
Q3 		$411K Buy
8,387
+56
+0.7% +$2.77K 0.08% 145
2019
Q2 		$411K Buy
8,331
+21
+0.3% +$1.03K 0.08% 142
2019
Q1 		$405K Hold
8,310
– – 0.08% 140
2018
Q4 		$398K Buy
8,310
+46
+0.6% +$2.21K 0.09% 138
2018
Q3 		$400K Buy
8,264
+66
+0.8% +$3.22K 0.08% 142
2018
Q2 		$400K Buy
8,198
+36
+0.4% +$1.76K 0.08% 143
2018
Q1 		$399K Buy
8,162
+91
+1% +$4.43K 0.09% 140
2017
Q4 		$394K Hold
8,071
– – 0.08% 141
2017
Q3 		$399K Hold
8,071
– – 0.09% 139
2017
Q2 		$397K Hold
8,071
– – 0.09% 138
2017
Q1 		$399K Hold
8,071
– – 0.1% 134
2016
Q4 		$397K Buy
8,071
+45
+0.6% +$2.22K 0.11% 122
2016
Q3 		$398K Hold
8,026
– – 0.11% 120
2016
Q2 		$397K Buy
+8,026
New +$394K 0.11% 118
2014
Q1 		$291K Buy
+5,926
New +$293K 0.08% 127

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Whitegate Investment Counselors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.45% in Q2 2026, buying an estimated $40.1K and bringing the position to 177,179 shares worth $8.9M. The position accounts for 2.53% of the portfolio, ranked #14.

Whitegate Investment Counselors first reported a position in VTIP in Q1 2014 and has held it in 34 quarters since. The position peaked at $11.2M in Q3 2024. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Whitegate Investment Counselors held 177,179 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.9M as of Q2 2026.
  • Whitegate Investment Counselors bought 798 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $40.1K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.53% of Whitegate Investment Counselors's portfolio in Q2 2026, its #14 holding.
  • Whitegate Investment Counselors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2014 and has held it in 34 quarters since.
  • Whitegate Investment Counselors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $11.2M in Q3 2024.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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