Vanguard Personalized Indexing Management’s Fortis FTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-6,198
Closed -$322K 2197
2025
Q4
$322K Sell
6,198
-1,136
-15% -$58.2K ﹤0.01% 1478
2025
Q3
$372K Sell
7,334
-2,916
-28% -$143K ﹤0.01% 1380
2025
Q2
$489K Buy
10,250
+3,293
+47% +$157K 0.01% 1203
2025
Q1
$317K Buy
6,957
+1,766
+34% +$76.8K ﹤0.01% 1317
2024
Q4
$216K Buy
+5,191
New +$227K ﹤0.01% 1496

Other funds holding FTS

Vanguard Personalized Indexing Management's FTS Position: Q1 2026 in Review

Vanguard Personalized Indexing Management sold out of Fortis (FTS) in Q1 2026, closing a stake of 6,198 shares — an estimated $322K sold.

Vanguard Personalized Indexing Management first reported a position in FTS in Q4 2024 and held it in 5 quarters. The position peaked at $489K in Q2 2025. 347 funds tracked by Wall St. Rank hold FTS as of Q1 2026.

  • Vanguard Personalized Indexing Management reported no remaining Fortis position as of Q1 2026 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 6,198 Fortis shares in Q1 2026, an estimated $322K.
  • Vanguard Personalized Indexing Management first reported a position in Fortis in Q4 2024 and held it in 5 quarters.
  • Vanguard Personalized Indexing Management's Fortis position peaked at $489K in Q2 2025.
  • 347 funds tracked by Wall St. Rank held Fortis as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.