SEC 13F Intelligence

Fortune Financial Advisors, LLC / VTIP

Fortune Financial Advisors, LLC’s Vanguard Malvern Fds Position

Does Fortune Financial Advisors, LLC own Vanguard Malvern Fds (VTIP)? Yes — 69.8K shares worth $3M (+1.78% of its 13F portfolio) as of Q1 2026, up from 66.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
69.8K
% of Portfolio
+1.78%
Quarters Held
12
currently held

Position History VTIP

Reported value by quarter
Q2 ’23: $1MQ2 ’23Q3 ’23: $1MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202669.8K$3M+1.78%
Q4 202566.8K$3M+2.23%
Q3 202562.9K$3M+2.39%
Q2 202561.7K$3M+2.49%
Q1 202557.6K$3M+2.48%
Q4 202453.0K$3M+2.33%
Q3 202443.8K$2M+1.96%
Q2 202441.1K$2M+1.22%
Q1 202437.9K$2M+1.15%
Q4 202332.5K$2M+1.08%
Q3 202328.6K$1M+1.03%
Q2 202326.3K$1M+0.93%

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 VTIP.