Vanguard Small-Cap Value ETF shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 5.1k | 209.64 |
| 2025-06-30 | $993k | 5.1k | 195.93 |
| 2025-03-31 | $1.0M | 5.5k | 186.30 |
| 2024-12-31 | $1.1M | 5.5k | 198.20 |
| 2024-09-30 | $1.2M | 5.8k | 200.79 |
| 2024-06-30 | $1.2M | 6.6k | 183.53 |
| 2024-03-31 | $1.4M | 7.5k | 191.89 |
| 2023-12-31 | $14M | 80k | 179.97 |
| 2023-09-30 | $12M | 77k | 159.49 |
| 2023-06-30 | $12M | 74k | 165.40 |
| 2023-03-31 | $11M | 68k | 158.76 |
| 2022-12-31 | $8.9M | 56k | 158.80 |
| 2022-09-30 | $7.6M | 53k | 143.40 |
| 2022-06-30 | $8.3M | 56k | 148.07 |
| 2022-03-31 | $9.9M | 56k | 175.94 |
| 2021-12-31 | $9.5M | 53k | 178.85 |
| 2021-09-30 | $7.9M | 46k | 170.23 |
| 2021-06-30 | $8.9M | 51k | 173.65 |
| 2021-03-31 | $7.6M | 46k | 165.61 |
| 2020-12-31 | $4.2M | 29k | 142.22 |