SEC 13F Intelligence

Fortis Advisors, LLC / BIV

Fortis Advisors, LLC’s Vanguard Bd Index Fds Position

Does Fortis Advisors, LLC own Vanguard Bd Index Fds (BIV)? Yes119.1K shares worth $9M (+4.61% of its 13F portfolio) as of Q1 2026, up from 0 shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
119.1K
% of Portfolio
+4.61%
Quarters Held
15
currently held

Position History BIV

Reported value by quarter
Q4 ’19: $789,000Q4 ’19Q1 ’20: $2MQ2 ’20: $1MQ2 ’20Q3 ’20: $1MQ4 ’20: $1MQ4 ’20Q1 ’21: $8MQ2 ’21: $10MQ2 ’21Q3 ’21: $13MQ4 ’21: $12MQ4 ’21Q1 ’22: $13MQ2 ’22: $6MQ2 ’22Q3 ’22: $7MQ4 ’22: $99,506Q4 ’22Q1 ’23: $0Q1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026119.1K$9M+4.61%
Q1 20230$00.00%
Q4 202299.5K$99,506+0.08%
Q3 2022188.8K$7M+4.85%
Q2 2022178.3K$6M+3.96%
Q1 2022261.6K$13M+6.97%
Q4 2021254.1K$12M+7.15%
Q3 2021217.3K$13M+7.64%
Q2 2021186.3K$10M+5.65%
Q1 2021113.2K$8M+5.79%
Q4 202014.0K$1M+1.14%
Q3 202013.9K$1M+1.21%
Q2 202012.8K$1M+1.18%
Q1 202020.2K$2M+1.21%
Q4 20199.0K$789,000+0.48%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fortis Advisors, LLC’s full portfolio or all institutional holders of BIV.