Whitegate Investment Counselors, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1667102
CONCORD, NH
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$20,630,914
-$7,665 QoQ
Shares Held
78,768
-1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
19.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,630,914 | 78,768 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $20,638,579 | 80,010 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $20,182,457 | 79,371 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $19,023,569 | 80,275 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,585,440 | 79,303 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $19,584,742 | 81,508 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $27,499,755 | 115,930 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $25,290,895 | 115,992 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $26,269,105 | 114,918 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $24,442,498 | 114,576 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $21,540,745 | 113,930 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $22,585,152 | 113,556 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $23,406,868 | 123,480 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $22,277,718 | 121,378 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $20,480,828 | 119,834 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $21,237,457 | 120,592 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $25,992,896 | 122,308 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $27,451,626 | 121,462 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $26,912,810 | 123,075 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $27,523,809 | 122,176 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $25,930,011 | 121,123 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $23,328,309 | 119,829 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $17,768,514 | 115,530 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $15,481,292 | 106,240 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $9,554,160 | 82,763 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||