VOO VANGUARD INDEX FDS

Ownership history in ECLECTIC ASSOCIATES INC /ADV  ·  18 quarters on record

AI Ownership Summary

ECLECTIC ASSOCIATES INC /ADV reported VANGUARD INDEX FDS (VOO) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.34% in 2025 Q2. The latest visible filing shows VOO at 0.87% 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 VOO 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 INDEX FDS, 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

VOO was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.34% in 2025 Q2

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.

How ECLECTIC ASSOCIATES INC /ADV held VOO — position size vs. price
% of Fund (quarterly)    VOO 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 11,016 +808 +7.9% 0.87% $6.6M 2026-04-08 $621.34
2025 Q4 ADDED 10,208 +375 +3.8% 1.00% $6.4M 2026-02-03 $632.15
2025 Q3 REDUCED 9,833 -9,120 -48.1% 1.11% $6.0M 2025-10-09 $613.42
2025 Q2 ADDED 18,953 +16,349 +627.8% 2.34% $10.8M 2025-07-17 $572.10
2025 Q1 ADDED 2,604 +7 +0.3% 0.36% $1.3M 2025-04-10 $476.35
2024 Q4 REDUCED 2,597 -17 -0.7% 0.41% $1.4M 2025-01-21 $546.00
2024 Q3 ADDED 2,614 +928 +55.0% 0.54% $1.4M 2024-10-04 $516.96
2024 Q2 ADDED 1,686 +458 +37.3% 0.37% $843K 2024-07-12 $503.51
2024 Q1 REDUCED 1,228 -512 -29.4% 0.27% $590K 2024-04-23 $453.26
2023 Q4 ADDED 1,740 +80 +4.8% 0.36% $760K 2024-01-16 $424.26
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ECLECTIC ASSOCIATES INC /ADV and VOO

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 VOO?

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

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

The largest reported portfolio weight for VOO was 2.34% in 2025 Q2.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2026 Q1, when ECLECTIC ASSOCIATES INC /ADV reported 11,016 shares, equal to 0.87% of portfolio, with an estimated market value of $6.6M.

What does the chart on this VOO ownership page compare?

The chart compares ECLECTIC ASSOCIATES INC /ADV's quarterly VOO 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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