Fortitude Advisory Group L.L.C.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1928999
GIG HARBOR, WA
Position in VB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$532,745
+$132,665 QoQ
Shares Held
2,034
+31.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $532,745 | 2,034 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $400,080 | 1,551 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $448,804 | 1,765 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $291,011 | 1,228 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $300,249 | 1,354 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $565,378 | 2,353 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $532,536 | 2,245 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $540,303 | 2,478 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $531,014 | 2,323 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $465,486 | 2,182 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $428,810 | 2,268 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $428,011 | 2,152 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $357,320 | 1,885 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $306,511 | 1,670 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $334,293 | 1,573 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $335,172 | 1,483 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||