SEC 13F Intelligence

Fortis Advisors, LLC / VEA

Fortis Advisors, LLC’s Vanguard Tax-Managed Fds Position

Does Fortis Advisors, LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 127.5K shares worth $8M (+4.09% of its 13F portfolio) as of Q1 2026, up from 104.5K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
127.5K
% of Portfolio
+4.09%
Quarters Held
28
currently held

Position History VEA

Reported value by quarter
Q4 ’18: $167,000Q4 ’18Q1 ’19: $233,000Q2 ’19: $238,000Q3 ’19: $234,000Q4 ’19: $253,000Q4 ’19Q1 ’20: $192,000Q2 ’20: $92,000Q3 ’20: $97,000Q4 ’20: $113,000Q4 ’20Q1 ’21: $118,000Q4 ’21: $7,000Q1 ’22: $6,000Q2 ’22: $12MQ2 ’22Q3 ’22: $8MQ4 ’22: $8MQ1 ’23: $7MQ2 ’23: $7MQ2 ’23Q3 ’23: $5MQ4 ’23: $6MQ1 ’24: $6MQ2 ’24: $6MQ2 ’24Q3 ’24: $6MQ4 ’24: $5MQ1 ’25: $5MQ2 ’25: $6MQ2 ’25Q3 ’25: $6MQ4 ’25: $7MQ1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026127.5K$8M+4.09%
Q4 2025104.5K$7M+3.54%
Q3 2025106.5K$6M+3.59%
Q2 202597.2K$6M+3.55%
Q1 202597.3K$5M+3.22%
Q4 202497.1K$5M+3.05%
Q3 2024108.9K$6M+3.73%
Q2 2024118.8K$6M+3.90%
Q1 2024120.3K$6M+3.82%
Q4 2023115.4K$6M+3.75%
Q3 2023113.9K$5M+3.53%
Q2 2023157.4K$7M+4.88%
Q1 2023151.1K$7M+4.46%
Q4 2022196.9K$8M+6.29%
Q3 2022222.8K$8M+5.78%
Q2 2022298.6K$12M+8.07%
Q1 2022130$6,0000.00%
Q4 2021130$7,0000.00%
Q1 20212.4K$118,000+0.08%
Q4 20202.4K$113,000+0.10%
Q3 20202.4K$97,000+0.09%
Q2 20202.4K$92,000+0.09%
Q1 20205.8K$192,000+0.13%
Q4 20195.7K$253,000+0.15%
Q3 20195.7K$234,000+0.11%
Q2 20195.7K$238,000+0.12%
Q1 20195.7K$233,000+0.12%
Q4 20184.5K$167,000+0.10%

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 VEA.