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Whitegate Investment Counselors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Whitegate Investment Counselors’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$658K Buy
12,165
+121
+1% +$6.78K 0.21% 42
2025
Q4 		$647K Buy
12,044
+8,030
+200% +$436K 0.2% 43
2025
Q3 		$217K Buy
+4,014
New +$207K 0.07% 62
2024
Q4 		– Sell
-4,755
Closed -$228K – 66
2024
Q3 		$228K Buy
4,755
+5
+0.1% +$223 0.06% 61
2024
Q2 		$208K Buy
+4,750
New +$205K 0.06% 60
2024
Q1 		– Sell
-5,260
Closed -$216K – 62
2023
Q4 		$216K Hold
5,260
– – 0.07% 56
2023
Q3 		$206K Buy
5,260
+25
+0.5% +$1.02K 0.07% 55
2023
Q2 		$213K Buy
+5,235
New +$211K 0.07% 55
2022
Q2 		– Sell
-4,725
Closed -$218K – 66
2022
Q1 		$218K Hold
4,725
– – 0.07% 57
2021
Q4 		$234K Sell
4,725
-13,591
-74% -$685K 0.07% 57
2021
Q3 		$916K Sell
18,316
-6,207
-25% -$321K 0.13% 121
2021
Q2 		$1.33M Hold
24,523
– – 0.19% 99
2021
Q1 		$1.28M Buy
24,523
+6,775
+38% +$361K 0.19% 99
2020
Q4 		$889K Buy
17,748
+7,163
+68% +$337K 0.14% 114
2020
Q3 		$458K Buy
10,585
+798
+8% +$34.7K 0.08% 147
2020
Q2 		$388K Buy
+9,787
New +$362K 0.08% 148
2014
Q1 		$2.42M Buy
+69,853
New +$2.71M 0.66% 55

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Whitegate Investment Counselors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1% in Q1 2026, buying an estimated $6.78K and bringing the position to 12,165 shares worth $658K. The position accounts for 0.21% of the portfolio, ranked #42.

Whitegate Investment Counselors first reported a position in VWO in Q1 2014 and has held it in 17 quarters since. The position peaked at $2.42M in Q1 2014. 2,538 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Whitegate Investment Counselors held 12,165 shares of Vanguard FTSE Emerging Markets ETF worth $658K as of Q1 2026.
  • Whitegate Investment Counselors bought 121 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $6.78K.
  • Vanguard FTSE Emerging Markets ETF made up 0.21% of Whitegate Investment Counselors's portfolio in Q1 2026, its #42 holding.
  • Whitegate Investment Counselors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2014 and has held it in 17 quarters since.
  • Whitegate Investment Counselors's Vanguard FTSE Emerging Markets ETF position peaked at $2.42M in Q1 2014.
  • 2,538 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

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