Ownership history in SIMON QUICK ADVISORS, LLC Β· 36 quarters on record
This page tracks every 13F SEC filing in which SIMON QUICK ADVISORS, LLC reported a position in VANGUARD FTSE DEVELOPED MARKETS ETF (VEA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π SIMON QUICK ADVISORS, LLC underperformed the S&P 500 by β5.2% annually on this VEA position. Timing score: 53% (16/30 decisions correct). Average cost basis: $50.25. Maximum drawdown during holding period: β27.5%.
β Significantly underperformed the S&P 500 by 5.2% ann.
35 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
16 of 30 add/trim decisions correct
Best entry: $27.80 (2020 Q1) Β· Worst: $62.36 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
24 adds Β· 7 trims. Bought during 8 of 12 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π SIMON QUICK ADVISORS, LLC has been actively increasing its VEA allocation β a bullish signal from insiders.
Currently 2.7% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size