Fortis Capital Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1959790
PRAIRIE VILLAGE, KS
Position in VB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$5,780,312
+$1,794,469 QoQ
Shares Held
22,069
+42.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,780,312 | 22,069 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,985,843 | 15,452 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,545,171 | 13,942 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,946,609 | 12,434 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,348,461 | 6,081 | Shares | Sole | 2025-05-20 | |
| 2023-03-31 | $26,917 | 142 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $26,062 | 142 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||