VTV 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 (VTV) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.22% in 2024 Q2. The latest visible filing shows VTV at 2.05% 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 VTV 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

VTV was reported at 2.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.22% in 2024 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 VTV — position size vs. price
% of Fund (quarterly)    VTV 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 78,662 +28,457 +56.7% 2.05% $15.4M 2026-04-08 $201.98
2025 Q4 ADDED 50,205 +5,024 +11.1% 1.50% $9.6M 2026-02-03 $201.36
2025 Q3 REDUCED 45,181 -1,747 -3.7% 1.55% $8.4M 2025-10-09 $184.07
2025 Q2 ADDED 46,928 +890 +1.9% 1.80% $8.3M 2025-07-17 $175.17
2025 Q1 ADDED 46,038 +1,244 +2.8% 2.13% $8.0M 2025-04-10 $156.24
2024 Q4 REDUCED 44,794 -1,055 -2.3% 2.24% $7.6M 2025-01-21 $172.16
2024 Q3 ADDED 45,849 +635 +1.4% 3.16% $8.0M 2024-10-04 $168.98
2024 Q2 ADDED 45,214 +2,013 +4.7% 3.22% $7.3M 2024-07-12 $158.16
2024 Q1 ADDED 43,201 +2,572 +6.3% 3.21% $7.0M 2024-04-23 $151.26
2023 Q4 REDUCED 40,629 -20,787 -33.8% 2.91% $6.1M 2024-01-16 $141.08
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ECLECTIC ASSOCIATES INC /ADV and VTV

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 VTV?

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

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

The largest reported portfolio weight for VTV was 3.22% in 2024 Q2.

What is the latest reported VTV position on this page?

The most recent filing on this page is 2026 Q1, when ECLECTIC ASSOCIATES INC /ADV reported 78,662 shares, equal to 2.05% of portfolio, with an estimated market value of $15.4M.

What does the chart on this VTV ownership page compare?

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