SJIA
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St. James Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

St. James Investment Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$187K Buy
978
+71
+8% +$13.7K 0.34% 52
2022
Q3 		$163K Buy
907
+30
+3% +$5.98K 0.36% 56
2022
Q2 		$165K Buy
+877
New +$180K 0.33% 52
2022
Q1 		– Sell
-215
Closed -$52K – 94
2021
Q4 		$52K Buy
+215
New +$50.8K 0.04% 73

Other funds holding VTI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

St. James Investment Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 7.8% in Q4 2022, buying an estimated $13.7K and bringing the position to 978 shares worth $187K. The position accounts for 0.34% of the portfolio, ranked #52.

St. James Investment Advisors first reported a position in VTI in Q4 2021 and has held it in 4 quarters since. 2,301 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

  • St. James Investment Advisors held 978 shares of Vanguard Total Stock Market ETF worth $187K as of Q4 2022.
  • St. James Investment Advisors bought 71 Vanguard Total Stock Market ETF shares in Q4 2022, an estimated $13.7K.
  • Vanguard Total Stock Market ETF made up 0.34% of St. James Investment Advisors's portfolio in Q4 2022, its #52 holding.
  • St. James Investment Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 4 quarters since.
  • 2,301 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2022.

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