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SJW shares owned by VSM Wealth Advisory

Quarter-by-quarter ownership of SJW (HTO) shares owned by VSM Wealth Advisory from 13F filings

Historical chart of VSM Wealth Advisory investment in SJW

Tip: Access up to 7 years of quarterly data

All positions including SJW held by VSM Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SJW by VSM Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.8k 97 48.99
2025-06-30 $5.0k 97 51.97

More positions owned by VSM Wealth Advisory

Vanguard Large Cap Etf Etf (VV)
Vanguard Short Term Cor Bd Etf Etf (VCSH)
Vanguard Mega Cap Etf Etf (MGC)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard High Dividend Yield Etf Etf (VYM)
Vanguard Small Cap Etf Etf (VB)
Vanguard Mid Cap Etf Etf (VO)
Schwab Us Broad Market Etf Etf (SCHB)
Vanguard Ftse All World Ex Us Etf Etf (VEU)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Dimensional Us Core Equity Markt Etf Etf (DFAU)
Schwab Us Large Cap Etf Etf (SCHX)
Dimensional Us Equity Market Etf Etf (DFUS)
Vanguard Ftse Developed Markets Etf Etf (VEA)

View all positions for VSM Wealth Advisory

Top funds holding SJW

BlackRock
Vanguard Group
Amundi
HPM Partners
State Street Corporation
Nuance Investments
Geode Capital Management
Dimensional Fund Advisors
Invesco
ATLAS Infrastructure Partners
Legal & General Group
Cohen & Steers Capital Management
First Trust Advisors
Goldman Sachs Group
Victory Capital Management

View all funds holding SJW