SEC 13F Intelligence

Fortis Advisors, LLC / VIG

Fortis Advisors, LLC’s Vanguard Specialized Funds Position

Does Fortis Advisors, LLC own Vanguard Specialized Funds (VIG)? Yes — 23.4K shares worth $5M (+2.52% of its 13F portfolio) as of Q1 2026, down from 25.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
23.4K
% of Portfolio
+2.52%
Quarters Held
24
currently held

Position History VIG

Reported value by quarter
Q4 ’18: $49,000Q4 ’18Q1 ’19: $55,000Q2 ’19: $59,000Q3 ’19: $61,000Q3 ’19Q4 ’19: $64,000Q1 ’20: $71,000Q2 ’20: $21,000Q2 ’20Q1 ’21: $28,000Q2 ’22: $4MQ3 ’22: $5MQ3 ’22Q4 ’22: $6MQ1 ’23: $6MQ2 ’23: $6MQ2 ’23Q3 ’23: $3MQ4 ’23: $4MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $6MQ3 ’25: $6MQ3 ’25Q4 ’25: $6MQ1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.4K$5M+2.52%
Q4 202525.5K$6M+3.04%
Q3 202526.0K$6M+3.15%
Q2 202528.8K$6M+3.78%
Q1 202528.9K$6M+3.66%
Q4 202428.9K$6M+3.71%
Q3 202428.4K$6M+3.65%
Q2 202421.0K$4M+2.55%
Q1 202421.1K$4M+2.44%
Q4 202321.1K$4M+2.43%
Q3 202320.9K$3M+2.30%
Q2 202338.6K$6M+4.21%
Q1 202337.6K$6M+3.79%
Q4 202237.1K$6M+4.29%
Q3 202236.9K$5M+3.56%
Q2 202229.2K$4M+2.78%
Q1 2021192$28,000+0.02%
Q2 2020177$21,000+0.02%
Q1 2020690$71,000+0.05%
Q4 2019513$64,000+0.04%
Q3 2019511$61,000+0.03%
Q2 2019508$59,000+0.03%
Q1 2019504$55,000+0.03%
Q4 2018504$49,000+0.03%

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 VIG.