ECLECTIC ASSOCIATES INC /ADV

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 743482 FULLERTON, CA

Position in VB

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$2,311,967

+$179,753 QoQ

Shares Held

8,827

+6.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,311,967	8,827	+6.8%	Shares	Sole	2026-04-08
2025-12-31	$2,132,214	8,266	+1.7%	Shares	Sole	2026-02-03
2025-09-30	$2,067,042	8,129	-1.7%	Shares	Sole	2025-10-09
2025-06-30	$1,960,061	8,271	+1.7%	Shares	Sole	2025-07-17
2025-03-31	$1,803,271	8,132	+5.2%	Shares	Sole	2025-04-10
2024-12-31	$1,857,844	7,732	+6.5%	Shares	Sole	2025-01-21
2024-09-30	$1,722,856	7,263	-4.9%	Shares	Sole	2024-10-04
2024-06-30	$1,664,735	7,635	+1.5%	Shares	Sole	2024-07-12
2024-03-31	$1,719,225	7,521	-13.3%	Shares	Sole	2024-04-23
2023-12-31	$1,849,784	8,671	+1.0%	Shares	Sole	2024-01-16
2023-09-30	$1,622,787	8,583	+2.6%	Shares	Sole	2023-10-25
2023-06-30	$1,663,515	8,364	-1.1%	Shares	Sole	2023-07-17
2023-03-31	$1,602,540	8,454	+9.2%	Shares	Sole	2023-04-07
2022-12-31	$1,420,416	7,739	-3.3%	Shares	Sole	2023-01-20
2022-09-30	$1,368,476	8,007	+2.5%	Shares	Sole	2022-10-12
2022-06-30	$1,375,419	7,810	-3.4%	Shares	Sole	2022-07-11
2022-03-31	$1,719,074	8,089	+4.4%	Shares	Sole	2022-04-20
2021-12-31	$1,750,899	7,747	+5.4%	Shares	Sole	2022-01-18
2021-09-30	$1,607,661	7,352	-91.9%	Shares	Sole	2021-10-08
2021-06-30	$1,638,000	90,387	+1167.5%	Shares	Sole	2021-07-15
2021-03-31	$1,526,604	7,131	+3.3%	Shares	Sole	2021-04-14
2020-12-31	$1,343,876	6,903	—	Shares	Sole	2021-01-20
No filing history on record for this holder in this stock.