VIG — VANGUARD SPECIALIZED FUNDS

Ownership history in ECLECTIC ASSOCIATES INC /ADV  ·  22 quarters on record

AI Ownership Summary

ECLECTIC ASSOCIATES INC /ADV reported VANGUARD SPECIALIZED FUNDS (VIG) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 14.54% in 2023 Q4. The latest visible filing shows VIG at 6.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ECLECTIC ASSOCIATES INC /ADV's position in VANGUARD SPECIALIZED FUNDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VIG was reported at 6.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.54% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VIG stock page ECLECTIC ASSOCIATES INC /ADV fund profile ECLECTIC ASSOCIATES INC /ADV full holdings
How ECLECTIC ASSOCIATES INC /ADV held VIG — position size vs. price
% of Fund (quarterly)    VIG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 214,103 +13,546 +6.8% 6.11% $46.0M 2026-04-08 $221.94
2025 Q4 ADDED 200,557 +10,941 +5.8% 6.88% $44.1M 2026-02-03 $224.45
2025 Q3 ADDED 189,616 +7,119 +3.9% 7.51% $40.9M 2025-10-09 $215.12
2025 Q2 ADDED 182,497 +4,185 +2.3% 8.12% $37.4M 2025-07-17 $204.18
2025 Q1 ADDED 178,312 +2,073 +1.2% 9.27% $34.6M 2025-04-10 $178.66
2024 Q4 REDUCED 176,239 -1,096 -0.6% 10.21% $34.5M 2025-01-21 $196.92
2024 Q3 ADDED 177,335 +1,698 +1.0% 13.86% $35.1M 2024-10-04 $192.26
2024 Q2 ADDED 175,637 +3,796 +2.2% 14.26% $32.1M 2024-07-12 $181.68
2024 Q1 REDUCED 171,841 -5,975 -3.4% 14.32% $31.4M 2024-04-23 $170.58
2023 Q4 ADDED 177,816 +7,222 +4.2% 14.54% $30.3M 2024-01-16 $163.31
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VIG

As of 2026 Q1 — sorted by position size

Noble Family Wealth, LLC 9.97% Safir Wealth Advisors, LLC 3Y 8.34% SIGNATUREFD, LLC 3Y 7Y 7.26% Hamrick Investment Counsel, llc 6.23% Capital Advisors Wealth Management, LLC 3Y 5.78% Adirondack Capital Advisors, LLC 5.37% Global Wealth Strategies & Associates 3Y 5.08% Calder Financial LLC 4.93% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 4.86% Infinity Wealth Counsel, LLC 4.81%

FAQ About ECLECTIC ASSOCIATES INC /ADV and VIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has ECLECTIC ASSOCIATES INC /ADV reported owning VIG?

ECLECTIC ASSOCIATES INC /ADV reported VIG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VIG position in ECLECTIC ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for VIG was 14.54% in 2023 Q4.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2026 Q1, when ECLECTIC ASSOCIATES INC /ADV reported 214,103 shares, equal to 6.11% of portfolio, with an estimated market value of $46.0M.

What does the chart on this VIG ownership page compare?

The chart compares ECLECTIC ASSOCIATES INC /ADV's quarterly VIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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