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Bordeaux Wealth Advisors LLC: VXUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bordeaux Wealth Advisors LLC on VXUS, newest first. How the timeline and the estimate are built.

Bordeaux Wealth Advisors LLC held 157,788 VXUS shares at 2025-06-30 per its 13F-HR filed 2025-08-04.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 157,788 shares
    Change vs previous 13F +9,875 shares

    1.4% of the 13F portfolio, value $10,901,576.

    13F-HR 0001765380-25-000279 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 147,913 shares
    Change vs previous 13F -4,877 shares

    1.7% of the 13F portfolio, value $9,185,394.

    13F-HR 0001765380-25-000149 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F/A 152,790 shares
    Change vs previous 13F -1,112 shares

    1.45% of the 13F portfolio, value $9,003,940.

    13F-HR/A 0001765380-25-000022 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 153,902 shares
    Change vs previous 13F +740 shares

    1.8% of the 13F portfolio, value $9,963,624.

    13F-HR 0001765380-24-000400 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 153,162 shares
    Change vs previous 13F +15,695 shares

    1.77% of the 13F portfolio, value $9,235,656.

    13F-HR 0001765380-24-000263 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 137,467 shares
    Change vs previous 13F -1,294 shares

    2.74% of the 13F portfolio, value $8,289,257.

    13F-HR 0001765380-24-000169 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F/A 138,761 shares
    Change vs previous 13F +2,197 shares

    2.73% of the 13F portfolio, value $8,042,594.

    13F-HR/A 0001765380-24-000075 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 136,564 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $7,308,889.

    13F-HR 0001765380-23-000190 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).