Octavia Wealth Advisors, LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1841259
CINCINNATI, OH
Position in IVOG
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$318,201
-$15,816,846 QoQ
Shares Held
2,545
-98.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVOG Over Time
Shares Held
Position Value (USD)
All Filings in IVOG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $318,201 | 2,545 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $16,135,047 | 134,235 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $17,764,166 | 148,679 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $16,260,721 | 143,862 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $16,683,930 | 161,713 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $16,465,135 | 146,110 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $16,652,873 | 145,275 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $14,889,114 | 135,924 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $14,814,187 | 130,579 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||