VUSB — VANGUARD BD INDEX FDS

Ownership history in ECLECTIC ASSOCIATES INC /ADV  ·  19 quarters on record

AI Ownership Summary

ECLECTIC ASSOCIATES INC /ADV reported VANGUARD BD INDEX FDS (VUSB) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.48% in 2023 Q4. The latest visible filing shows VUSB at 2.02% 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 VUSB 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 BD 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

VUSB was reported at 2.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.48% 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.

VUSB stock page ECLECTIC ASSOCIATES INC /ADV fund profile ECLECTIC ASSOCIATES INC /ADV full holdings
How ECLECTIC ASSOCIATES INC /ADV held VUSB — position size vs. price
% of Fund (quarterly)    VUSB 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 305,236 +94,780 +45.0% 2.02% $15.2M 2026-04-08 $49.69
2025 Q4 ADDED 210,456 +22,566 +12.0% 1.64% $10.5M 2026-02-03 $49.51
2025 Q3 REDUCED 187,890 -11,578 -5.8% 1.72% $9.4M 2025-10-09 $48.80
2025 Q2 ADDED 199,468 +14,652 +7.9% 2.16% $9.9M 2025-07-17 $48.14
2025 Q1 ADDED 184,816 +54,826 +42.2% 2.47% $9.2M 2025-04-10 $47.33
2024 Q4 REDUCED 129,990 -2,992 -2.2% 1.91% $6.5M 2025-01-21 $46.98
2024 Q3 ADDED 132,982 +1,089 +0.8% 2.62% $6.6M 2024-10-04 $46.38
2024 Q2 REDUCED 131,893 -2,324 -1.7% 2.90% $6.5M 2024-07-12 $45.63
2024 Q1 REDUCED 134,217 -12,303 -8.4% 3.04% $6.7M 2024-04-23 $44.94
2023 Q4 ADDED 146,520 +29,078 +24.8% 3.48% $7.2M 2024-01-16 $44.45
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VUSB

As of 2026 Q1 — sorted by position size

Calder Financial LLC 16.27% Alpha Omega Wealth Management LLC 3Y 7Y 3.97% Signature Wealth Management Group 3Y 7Y 2.68% LEGACY SOLUTIONS, LLC 2.0% WEALTHSPAN PARTNERS, LLC 3Y 1.61% TruWealth Advisors, LLC 3Y 0.78% Infinity Wealth Counsel, LLC 0.67% Roberts Wealth Advisors, LLC 3Y 0.46% Evanson Asset Management, LLC 3Y 7Y 0.32% LIFE LINE WEALTH MANAGEMENT LLC 0.28%

FAQ About ECLECTIC ASSOCIATES INC /ADV and VUSB

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 VUSB?

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

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

The largest reported portfolio weight for VUSB was 3.48% in 2023 Q4.

What is the latest reported VUSB position on this page?

The most recent filing on this page is 2026 Q1, when ECLECTIC ASSOCIATES INC /ADV reported 305,236 shares, equal to 2.02% of portfolio, with an estimated market value of $15.2M.

What does the chart on this VUSB ownership page compare?

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