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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

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Quarterly 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