Vanguard Mid-Cap ETF shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Vanguard Mid-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Mid-Cap ETF held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Mid-Cap ETF by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $578k | 2.0k | 290.28 |
| 2025-09-30 | $646k | 2.2k | 294.73 |
| 2025-06-30 | $552k | 2.0k | 280.94 |
| 2025-03-31 | $505k | 2.0k | 258.65 |
| 2024-12-31 | $539k | 2.0k | 264.13 |
| 2024-09-30 | $517k | 2.0k | 263.83 |
| 2024-06-30 | $475k | 2.0k | 243.03 |
| 2024-03-31 | $476k | 1.9k | 249.86 |
| 2023-12-31 | $447k | 1.9k | 232.64 |
| 2023-09-30 | $437k | 2.1k | 208.21 |
| 2023-06-30 | $423k | 1.9k | 220.16 |
| 2023-03-31 | $400k | 1.9k | 210.92 |
| 2022-12-31 | $427k | 2.1k | 203.81 |
| 2022-09-30 | $401k | 2.1k | 188.17 |
| 2022-06-30 | $382k | 1.9k | 197.42 |
| 2022-03-31 | $557k | 2.3k | 237.83 |
| 2021-12-31 | $585k | 2.3k | 254.68 |
| 2021-09-30 | $545k | 2.3k | 236.96 |
| 2021-06-30 | $575k | 2.4k | 237.41 |
| 2021-03-31 | $555k | 2.5k | 221.29 |
| 2020-12-31 | $394k | 1.9k | 206.61 |