Ownership history in SIMON QUICK ADVISORS, LLC · 33 quarters on record
This page tracks every 13F SEC filing in which SIMON QUICK ADVISORS, LLC reported a position in Vanguard Information Technology Index Fd (VGT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 24,514 | +83 | +0.3% | 0.81% | $18.5M | $753.78 |
| 2025 Q3 | ADDED | 24,431 | +261 | +1.1% | 0.83% | $18.2M | $745.87 |
| 2025 Q2 | ADDED | 24,170 | +21,838 | +936.4% | 0.65% | $16.0M | $661.84 |
| 2025 Q1 | ADDED | 2,332 | +15 | +0.6% | 0.07% | $1.3M | $540.62 |
| 2024 Q4 | UNCHANGED | 2,317 | — | 0% | 0.09% | $1.4M | $619.00 |
| 2024 Q3 | REDUCED | 2,317 | -86 | -3.6% | 0.09% | $1.4M | $583.17 |
| 2024 Q2 | UNCHANGED | 2,403 | — | 0% | 0.10% | $1.4M | $572.41 |
| 2024 Q1 | ADDED | 2,403 | +5 | +0.2% | 0.09% | $1.3M | $519.85 |
| 2023 Q4 | ADDED | 2,398 | +9 | +0.4% | 0.10% | $1.2M | $478.71 |
| 2023 Q3 | ADDED | 2,389 | +46 | +2.0% | 0.09% | $991K | $409.69 |
As of 2025 Q4 — sorted by position size