Vanguard Small-Cap ETF shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 11k | 255.09 |
| 2025-06-30 | $2.7M | 12k | 237.76 |
| 2025-03-31 | $2.6M | 12k | 221.74 |
| 2024-12-31 | $2.9M | 12k | 240.28 |
| 2024-09-30 | $2.9M | 12k | 237.92 |
| 2024-06-30 | $2.6M | 12k | 218.89 |
| 2024-03-31 | $2.7M | 12k | 228.60 |
| 2023-12-31 | $2.5M | 12k | 213.33 |
| 2023-09-30 | $2.2M | 12k | 189.07 |
| 2023-06-30 | $2.4M | 12k | 198.89 |
| 2023-03-31 | $2.3M | 12k | 189.55 |
| 2022-12-31 | $2.2M | 12k | 183.54 |
| 2022-09-30 | $2.0M | 12k | 170.94 |
| 2022-06-30 | $2.1M | 12k | 176.45 |
| 2022-03-31 | $2.6M | 12k | 212.53 |
| 2021-12-31 | $2.7M | 12k | 226.04 |
| 2021-09-30 | $2.6M | 12k | 218.97 |
| 2021-06-30 | $2.7M | 12k | 225.27 |
| 2021-03-31 | $2.6M | 12k | 214.11 |
| 2020-12-31 | $2.4M | 12k | 194.67 |