BBJS FINANCIAL ADVISORS, LLC VNQI β€” VANGUARD INTL EQUITY INDEX F

Ownership history in BBJS FINANCIAL ADVISORS, LLC  Β·  8 quarters on record

AI Ownership Summary

BBJS FINANCIAL ADVISORS, LLC reported VANGUARD INTL EQUITY INDEX F (VNQI) in 8 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 4.39% in 2024 Q1. The latest visible filing shows VNQI at 3.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VNQI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BBJS FINANCIAL ADVISORS, LLC's position in VANGUARD INTL EQUITY INDEX F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

VNQI was reported at 3.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.39% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BBJS FINANCIAL ADVISORS, LLC held VNQI β€” position size vs. price
% of Fund (quarterly)    VNQI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED β€” β€” β€” 183,776 -2,045 -1.1% 3.07% $8.6M 2024-11-14 (Est.) $38.32
2024 Q2 REDUCED 36.5% +15.6% ❌ 185,821 -106,586 -36.5% 2.81% $7.5M 2024-07-16 $39.07
2024 Q1 ADDED β€” β€” β€” 292,407 +55,918 +23.6% 4.39% $12.3M 2024-05-06 $38.38
2023 Q4 ADDED β€” β€” β€” 236,489 +17,884 +8.2% 3.50% $10.1M 2024-02-28 $36.32
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BBJS FINANCIAL ADVISORS, LLC and VNQI

These are the practical questions this page is built to answer before you even open the full history table.

How long has BBJS FINANCIAL ADVISORS, LLC reported owning VNQI?

BBJS FINANCIAL ADVISORS, LLC reported VNQI across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported VNQI position in BBJS FINANCIAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for VNQI was 4.39% in 2024 Q1.

What is the latest reported VNQI position on this page?

The most recent filing on this page is 2024 Q3, when BBJS FINANCIAL ADVISORS, LLC reported 183,776 shares, equal to 3.07% of portfolio, with an estimated market value of $8.6M.

What does the chart on this VNQI ownership page compare?

The chart compares BBJS FINANCIAL ADVISORS, LLC's quarterly VNQI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BBJS FINANCIAL ADVISORS, LLC time their VNQI position?

Based on 13F filing dates vs. subsequent VNQI price moves, BBJS FINANCIAL ADVISORS, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on VNQI relative to SPY over the holding period was -22.5%.

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