Whitegate Investment Counselors, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1667102
CONCORD, NH
Position in VIG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$18,809,577
-$610,843 QoQ
Shares Held
87,462
-1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
17.84%
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 VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,809,577 | 87,462 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $19,420,420 | 88,363 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $19,034,620 | 88,209 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $18,370,155 | 89,755 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,316,711 | 89,266 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $18,131,703 | 92,589 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $21,373,842 | 107,916 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $20,187,109 | 110,584 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $20,082,352 | 109,974 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $18,678,225 | 109,614 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $17,047,982 | 109,718 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $17,810,287 | 109,649 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $17,421,303 | 113,118 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $16,992,318 | 111,902 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $14,875,439 | 110,058 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $15,838,083 | 110,393 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $17,931,166 | 110,577 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $19,250,598 | 112,085 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $20,490,700 | 133,403 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $21,803,719 | 140,860 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $20,879,476 | 141,960 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $20,107,125 | 142,432 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $18,005,709 | 139,948 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $15,456,510 | 131,904 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $13,228,233 | 127,945 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||