ECLECTIC ASSOCIATES INC /ADV

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 743482 FULLERTON, CA

Position in VIG

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

Position Value

$46,044,991

+$1,966,574 QoQ

Shares Held

214,103

+6.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

19.87%

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	$46,044,991	214,103	+6.8%	Shares	Sole	2026-04-08
2025-12-31	$44,078,417	200,557	+5.8%	Shares	Sole	2026-02-03
2025-09-30	$40,917,236	189,616	+3.9%	Shares	Sole	2025-10-09
2025-06-30	$37,351,660	182,497	+2.3%	Shares	Sole	2025-07-17
2025-03-31	$34,590,744	178,312	+1.2%	Shares	Sole	2025-04-10
2024-12-31	$34,512,883	176,239	-0.6%	Shares	Sole	2025-01-21
2024-09-30	$35,122,970	177,335	+1.0%	Shares	Sole	2024-10-04
2024-06-30	$32,062,534	175,637	+2.2%	Shares	Sole	2024-07-12
2024-03-31	$31,379,885	171,841	-3.4%	Shares	Sole	2024-04-23
2023-12-31	$30,299,846	177,816	+4.2%	Shares	Sole	2024-01-16
2023-09-30	$26,506,895	170,594	+1.2%	Shares	Sole	2023-10-25
2023-06-30	$27,386,022	168,602	-0.7%	Shares	Sole	2023-07-17
2023-03-31	$26,156,596	169,837	+0.6%	Shares	Sole	2023-04-07
2022-12-31	$25,641,239	168,859	-0.6%	Shares	Sole	2023-01-20
2022-09-30	$22,955,709	169,841	-0.5%	Shares	Sole	2022-10-12
2022-06-30	$24,481,577	170,639	-4.6%	Shares	Sole	2022-07-11
2022-03-31	$29,006,856	178,878	-2.9%	Shares	Sole	2022-04-20
2021-12-31	$31,627,419	184,148	+3.2%	Shares	Sole	2022-01-18
2021-09-30	$27,411,916	178,463	+0.1%	Shares	Sole	2021-10-08
2021-06-30	$27,600,450	178,309	-1.7%	Shares	Sole	2021-07-15
2021-03-31	$26,671,487	181,340	-0.9%	Shares	Sole	2021-04-14
2020-12-31	$25,821,404	182,910	—	Shares	Sole	2021-01-20
No filing history on record for this holder in this stock.