SEC 13F Intelligence

Fortis Advisors, LLC / VGSH

Fortis Advisors, LLC’s Vanguard Scottsdale Fds Position

Does Fortis Advisors, LLC own Vanguard Scottsdale Fds (VGSH)? Not currently — the last reported position was 64.8K shares worth $4M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q1 2022
Shares
64.8K
% of Portfolio
+2.11%
Quarters Held
5
position exited

Position History VGSH

Reported value by quarter
Q1 ’21: $4MQ1 ’21Q2 ’21: $4MQ2 ’21Q3 ’21: $4MQ3 ’21Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202264.8K$4M+2.11%
Q4 202164.8K$4M+2.29%
Q3 202165.1K$4M+2.44%
Q2 202166.7K$4M+2.37%
Q1 202166.6K$4M+2.91%

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 VGSH.