VSGX — VANGUARD WORLD FD

Ownership history in SIMON QUICK ADVISORS, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which SIMON QUICK ADVISORS, LLC reported a position in VANGUARD WORLD FD (VSGX). 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.

Peak position
0.03% (2022 Q2)
Avg. % of fund
0.02%
First filed
2022 Q2
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 7,928 — 0% 0.02% $550K $68.54
2025 Q2 ADDED 7,928 +3,766 +90.5% 0.02% $519K $64.31
2022 Q2 INITIATED 4,162 — — 0.03% $211K $44.19
% of Fund (quarterly)    VSGX price (monthly, adj. close)

Other funds also holding VSGX

As of 2025 Q4 — sorted by position size

Refined Wealth Management 3Y 11.51% LifeGuide Financial Advisors, LLC 3Y 4.62% Leo Wealth, LLC 4.37% Farrell Financial LLC 3.92% IMA Advisory Services, Inc. 3Y 7Y 3.44% Financial Connections Group, Inc. 3Y 3.17% OGOREK ANTHONY JOSEPH /NY/ /ADV 3Y 7Y 3.09% Stewardship Advisors, LLC 3Y 2.53% Westfuller Advisors, LLC 2.41% Balanced Rock Investment Advisors LLC 2.35%
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