Fortune Financial Group, Inc. VEXAX β€” VANGUARD EXTENDED MARKET INDEX ADMIRAL

Ownership history in Fortune Financial Group, Inc.  Β·  2 quarters on record

AI Ownership Summary

Fortune Financial Group, Inc. reported VANGUARD EXTENDED MARKET INDEX ADMIRAL (VEXAX) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.6% in 2025 Q4. The latest visible filing shows VEXAX at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VEXAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fortune Financial Group, Inc.'s position in VANGUARD EXTENDED MARKET INDEX ADMIRAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VEXAX was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fortune Financial Group, Inc. held VEXAX β€” position size vs. price
% of Fund (quarterly)    VEXAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 3,453 +11 +0.3% 0.49% $539K 2026-04-23 $170.57
2025 Q4 INITIATED β€” β€” β€” 3,442 β€” β€” 0.60% $613K 2026-02-11 $164.65

FAQ About Fortune Financial Group, Inc. and VEXAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fortune Financial Group, Inc. reported owning VEXAX?

Fortune Financial Group, Inc. reported VEXAX across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported VEXAX position in Fortune Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for VEXAX was 0.60% in 2025 Q4.

What is the latest reported VEXAX position on this page?

The most recent filing on this page is 2026 Q1, when Fortune Financial Group, Inc. reported 3,453 shares, equal to 0.49% of portfolio, with an estimated market value of $539K.

What does the chart on this VEXAX ownership page compare?

The chart compares Fortune Financial Group, Inc.'s quarterly VEXAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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