Ownership history in SIMON QUICK ADVISORS, LLC · 32 quarters on record
This page tracks every 13F SEC filing in which SIMON QUICK ADVISORS, LLC reported a position in Vanguard S P 500 ETF (VOO). 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 | 149,999 | +4,298 | +2.9% | 4.11% | $94.1M | $627.13 |
| 2025 Q3 | ADDED | 145,701 | +3,608 | +2.5% | 4.04% | $89.2M | $610.65 |
| 2025 Q2 | ADDED | 142,093 | +12,474 | +9.6% | 3.25% | $80.7M | $564.81 |
| 2025 Q1 | ADDED | 129,619 | +12,725 | +10.9% | 3.79% | $66.6M | $509.43 |
| 2024 Q4 | ADDED | 116,894 | +11,034 | +10.4% | 3.77% | $63.0M | $532.26 |
| 2024 Q3 | ADDED | 105,860 | +6,651 | +6.7% | 3.53% | $55.9M | $519.60 |
| 2024 Q2 | ADDED | 99,209 | +28,916 | +41.1% | 3.50% | $49.6M | $490.95 |
| 2024 Q1 | ADDED | 70,293 | +60,549 | +621.4% | 2.53% | $33.8M | $470.20 |
| 2023 Q4 | ADDED | 9,744 | +974 | +11.1% | 0.38% | $4.3M | $425.89 |
| 2023 Q3 | REDUCED | 8,770 | -2,501 | -22.2% | 0.32% | $3.4M | $381.32 |
As of 2025 Q4 — sorted by position size