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St. James Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

St. James Investment Advisors’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$650K Buy
15,478
+3,889
+34% +$158K 1.19% 36
2022
Q3 		$421K Buy
11,589
+5,366
+86% +$219K 0.92% 43
2022
Q2 		$254K Buy
+6,223
New +$277K 0.51% 49
2022
Q1 		– Sell
-15,812
Closed -$807K – 89
2021
Q4 		$807K Buy
+15,812
New +$812K 0.6% 42

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

St. James Investment Advisors's VEA Position: Q4 2022 in Review

St. James Investment Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 34% in Q4 2022, buying an estimated $158K and bringing the position to 15,478 shares worth $650K. The position accounts for 1.19% of the portfolio, ranked #36.

St. James Investment Advisors first reported a position in VEA in Q4 2021 and has held it in 4 quarters since. The position peaked at $807K in Q4 2021. 1,853 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

  • St. James Investment Advisors held 15,478 shares of Vanguard FTSE Developed Markets ETF worth $650K as of Q4 2022.
  • St. James Investment Advisors bought 3,889 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $158K.
  • Vanguard FTSE Developed Markets ETF made up 1.19% of St. James Investment Advisors's portfolio in Q4 2022, its #36 holding.
  • St. James Investment Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 4 quarters since.
  • St. James Investment Advisors's Vanguard FTSE Developed Markets ETF position peaked at $807K in Q4 2021.
  • 1,853 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on St. James Investment Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.