ECLECTIC ASSOCIATES INC /ADV 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)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing 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 $49.51
2025 Q4 ADDED — — — 210,456 +22,566 +12.0% 1.64% $10.5M 2026-02-03 $49.33
2025 Q3 REDUCED 5.8% +1.1% ❌ 187,890 -11,578 -5.8% 1.72% $9.4M 2025-10-09 $48.62
2025 Q2 ADDED — — — 199,468 +14,652 +7.9% 2.16% $9.9M 2025-07-17 $47.97
2025 Q1 ADDED — — — 184,816 +54,826 +42.2% 2.47% $9.2M 2025-04-10 $47.17
2024 Q4 REDUCED — — — 129,990 -2,992 -2.2% 1.91% $6.5M 2025-01-21 $46.82
2024 Q3 ADDED — — — 132,982 +1,089 +0.8% 2.62% $6.6M 2024-10-04 $46.21
2024 Q2 REDUCED — — — 131,893 -2,324 -1.7% 2.90% $6.5M 2024-07-12 $45.47
2024 Q1 REDUCED 8.4% +1.3% ❌ 134,217 -12,303 -8.4% 3.04% $6.7M 2024-04-23 $44.78
2023 Q4 ADDED — — — 146,520 +29,078 +24.8% 3.48% $7.2M 2024-01-16 $44.29
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% ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3Y 7Y 15.34% Avion Wealth 3Y 14.73% Pacific Center for Financial Services 3Y 7Y 14.19% Bramshill Investments, LLC 3Y 7Y 13.3% Fortitude Advisory Group L.L.C. 3Y 12.28% Global Wealth Management, LLC 11.95% KITCHING PARTNERS, LLC 10.9% Red Wave Investments LLC 3Y 9.82% McClarren Financial Advisors, Inc. 3Y 9.13%

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.

How well did ECLECTIC ASSOCIATES INC /ADV time their VUSB position?

Based on 13F filing dates vs. subsequent VUSB price moves, ECLECTIC ASSOCIATES INC /ADV correctly timed 9 out of 18 reported position changes (50%). The annualised alpha on VUSB relative to SPY over the holding period was -7.2%.

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