VANGUARD WELLINGTON FD

Ticker: VTES CUSIP: 921935870 Class: SHORT TRM TAX EX

Whitegate Investment Counselors, Inc.'s Holding History (CIK: 0001667102)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 17,380 Value ($000) $1,765 Avg Close — Range —
Q3 2025
Shares 17,380 Value ($000) $1,771 Avg Close — Range —
Q2 2025
Shares 17,380 Value ($000) $1,754 Avg Close — Range —
Q1 2025
Shares 21,130 Value ($000) $2,124 Avg Close — Range —
Q4 2024
Shares 24,845 Value ($000) $2,491 Avg Close — Range —
Q3 2024
Shares 25,705 Value ($000) $2,607 Avg Close — Range —
Q2 2024
Shares 25,810 Value ($000) $2,583 Avg Close — Range —
Q1 2024
Shares 26,580 Value ($000) $2,677 Avg Close — Range —
Q4 2023
Shares 23,745 Value ($000) $2,408 Avg Close — Range —
Q3 2023
Shares 7,845 Value ($000) $774 Avg Close — Range —