Octavia Wealth Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1841259
CINCINNATI, OH
Position in VIG
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$650,771
+$40,882 QoQ
Shares Held
3,026
+9.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $650,771 | 3,026 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $609,889 | 2,775 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $458,769 | 2,126 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $419,164 | 2,048 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $403,111 | 2,078 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $470,383 | 2,402 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $502,676 | 2,538 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $467,328 | 2,560 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $483,733 | 2,649 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,623,230 | 9,526 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $275,022 | 1,770 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $280,679 | 1,728 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $266,129 | 1,728 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $261,637 | 1,723 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $235,854 | 1,745 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||