Whitegate Investment Counselors, Inc. ETF holdings
Concord, NH
Reported $304.3M in 53 ETFs in its Form 13F for June 30, 2026.
ETF value
$304.3M
ETFs held
53
Change from prior quarter
+12.3%
With price moves
ETFs as a share of its 13F
86.6%
of $351.3M
Top 10 of 53 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VUG | Vanguard Morningstar Growth ETF | $25.8M | 299,579 | +250,203 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $24.3M | 80,223 | +1,455 shares |
| IWF | iShares Russell 1000 Growth ETF | $23.0M | 185,136 | +138,759 shares |
| VIG | Vanguard Dividend Appreciation ETF | $21.3M | 90,225 | +2,763 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $20.6M | 289,753 | +4,961 shares |
| VTV | Vanguard Morningstar Value ETF | $20.6M | 94,722 | +2,614 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $15.8M | 497,459 | −1,756 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $12.9M | 159,726 | +122,011 shares |
| IWP | iShares Russell Mid-Cap Growth ETF | $11.5M | 78,630 | −242 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $9.4M | 199,581 | +40,578 shares |
43 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001667102. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Whitegate Investment Counselors, Inc. own?
Whitegate Investment Counselors, Inc. reported 53 ETF positions worth $304.3M in its Form 13F for June 30, 2026. The largest was VUG, at $25.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.