SEC 13F Intelligence

Fortune Financial Advisors, LLC / VGSH

Fortune Financial Advisors, LLC’s Vanguard Scottsdale Fds Position

Does Fortune Financial Advisors, LLC own Vanguard Scottsdale Fds (VGSH)? Yes — 92.2K shares worth $5M (+2.75% of its 13F portfolio) as of Q1 2026, up from 87.7K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
92.2K
% of Portfolio
+2.75%
Quarters Held
12
currently held

Position History VGSH

Reported value by quarter
Q2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ2 ’25Q3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202692.2K$5M+2.75%
Q4 202587.7K$5M+3.47%
Q3 202582.5K$5M+3.65%
Q2 202579.4K$5M+3.75%
Q1 202576.1K$4M+3.85%
Q4 202474.4K$4M+3.93%
Q3 202469.1K$4M+3.70%
Q2 202467.2K$4M+2.39%
Q1 202463.4K$4M+2.33%
Q4 202355.1K$3M+2.24%
Q3 202349.4K$3M+2.18%
Q2 202347.8K$3M+2.07%

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