Octavia Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1841259
CINCINNATI, OH
Position in VB
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$2,731,825
-$17,148 QoQ
Shares Held
10,430
-2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,731,825 | 10,430 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,748,973 | 10,657 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,805,471 | 11,033 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,730,483 | 11,522 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,642,816 | 11,918 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,935,260 | 12,216 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,866,208 | 12,083 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,597,946 | 11,915 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,696,447 | 11,796 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,485,934 | 11,653 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,248,042 | 11,890 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,360,625 | 11,869 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,263,915 | 11,943 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,180,822 | 11,882 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,008,705 | 11,753 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,086,022 | 11,845 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,554,915 | 12,022 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,667,596 | 11,803 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,563,468 | 11,723 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,665,062 | 11,830 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,628,688 | 12,279 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,383,077 | 12,241 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||