VOT VANGUARD INDEX FDS

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

AI Ownership Summary

ECLECTIC ASSOCIATES INC /ADV reported VANGUARD INDEX FDS (VOT) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.06% in 2023 Q4. The latest visible filing shows VOT at 0.81% 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 VOT 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

VOT was reported at 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.06% 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.

How ECLECTIC ASSOCIATES INC /ADV held VOT — position size vs. price
% of Fund (quarterly)    VOT 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 23,853 +4,749 +24.9% 0.81% $6.1M 2026-04-08 $271.07
2025 Q4 ADDED 19,104 +562 +3.0% 0.83% $5.3M 2026-02-03 $272.26
2025 Q3 REDUCED 18,542 -1,122 -5.7% 1.00% $5.4M 2025-10-09 $294.62
2025 Q2 REDUCED 19,664 -129 -0.7% 1.22% $5.6M 2025-07-17 $285.14
2025 Q1 ADDED 19,793 +127 +0.6% 1.30% $4.8M 2025-04-10 $227.75
2024 Q4 REDUCED 19,666 -147 -0.7% 1.48% $5.0M 2025-01-21 $268.34
2024 Q3 ADDED 19,813 +133 +0.7% 1.90% $4.8M 2024-10-04 $241.81
2024 Q2 ADDED 19,680 +707 +3.7% 2.01% $4.5M 2024-07-12 $232.64
2024 Q1 REDUCED 18,973 -537 -2.8% 2.04% $4.5M 2024-04-23 $221.20
2023 Q4 REDUCED 19,510 -4,118 -17.4% 2.06% $4.3M 2024-01-16 $211.11
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ECLECTIC ASSOCIATES INC /ADV and VOT

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 VOT?

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

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

The largest reported portfolio weight for VOT was 2.06% in 2023 Q4.

What is the latest reported VOT position on this page?

The most recent filing on this page is 2026 Q1, when ECLECTIC ASSOCIATES INC /ADV reported 23,853 shares, equal to 0.81% of portfolio, with an estimated market value of $6.1M.

What does the chart on this VOT ownership page compare?

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