SEC 13F Intelligence

Fortis Advisors, LLC / BSV

Fortis Advisors, LLC’s Vanguard Bd Index Fds Position

Does Fortis Advisors, LLC own Vanguard Bd Index Fds (BSV)? Yes109.4K shares worth $9M (+4.30% of its 13F portfolio) as of Q1 2026, up from 91.5K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
109.4K
% of Portfolio
+4.30%
Quarters Held
29
currently held

Position History BSV

Reported value by quarter
Q1 ’19: $18,000Q1 ’19Q2 ’19: $18,000Q3 ’19: $369,000Q4 ’19: $1MQ1 ’20: $5MQ1 ’20Q2 ’20: $4MQ3 ’20: $4MQ4 ’20: $4MQ1 ’21: $7MQ1 ’21Q2 ’21: $7MQ3 ’21: $6MQ4 ’21: $6MQ1 ’22: $6MQ1 ’22Q2 ’22: $12MQ3 ’22: $13MQ4 ’22: $12MQ1 ’23: $14MQ1 ’23Q2 ’23: $13MQ3 ’23: $12MQ4 ’23: $13MQ1 ’24: $13MQ1 ’24Q2 ’24: $12MQ3 ’24: $12MQ4 ’24: $12MQ1 ’25: $12MQ1 ’25Q2 ’25: $11MQ3 ’25: $7MQ4 ’25: $7MQ1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026109.4K$9M+4.30%
Q4 202591.5K$7M+3.91%
Q3 202590.5K$7M+4.02%
Q2 2025144.3K$11M+7.27%
Q1 2025147.3K$12M+7.52%
Q4 2024149.2K$12M+7.57%
Q3 2024149.3K$12M+7.62%
Q2 2024161.6K$12M+8.24%
Q1 2024167.1K$13M+8.11%
Q4 2023171.4K$13M+8.96%
Q3 2023154.9K$12M+8.24%
Q2 2023173.8K$13M+8.82%
Q1 2023178.2K$14M+8.91%
Q4 2022158.5K$12M+9.09%
Q3 2022167.2K$13M+8.93%
Q2 2022155.3K$12M+7.90%
Q1 202280.8K$6M+3.46%
Q4 202172.7K$6M+3.41%
Q3 202174.2K$6M+3.72%
Q2 202183.4K$7M+3.96%
Q1 2021117.0K$7M+4.90%
Q4 202042.7K$4M+3.12%
Q3 202042.8K$4M+3.31%
Q2 202051.2K$4M+4.21%
Q1 202059.7K$5M+3.29%
Q4 201915.4K$1M+0.75%
Q3 20194.6K$369,000+0.17%
Q2 2019225$18,000+0.01%
Q1 2019224$18,000+0.01%

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 BSV.