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St. James Investment Advisors’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

St. James Investment Advisors’s Portfolio VFMV Stock Details VFMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$162K Buy
+1,651
New +$161K 0.3% 56

Other funds holding VFMV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

St. James Investment Advisors opened a new position in Vanguard US Minimum Volatility ETF (VFMV) in Q4 2022: 1,651 shares worth $162K. The stake represents 0.3% of the portfolio and ranks #56 among its holdings.

35 funds tracked by Wall St. Rank hold VFMV as of Q4 2022.

  • St. James Investment Advisors held 1,651 shares of Vanguard US Minimum Volatility ETF worth $162K as of Q4 2022.
  • Vanguard US Minimum Volatility ETF was a new St. James Investment Advisors position in Q4 2022.
  • Vanguard US Minimum Volatility ETF made up 0.3% of St. James Investment Advisors's portfolio in Q4 2022, its #56 holding.
  • 35 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q4 2022.

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