Ownership history in SIMON QUICK ADVISORS, LLC · 36 quarters on record
This page tracks every 13F SEC filing in which SIMON QUICK ADVISORS, LLC reported a position in Vanguard FTSE Emg Mkts (VWO). 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 | 614,102 | +71,245 | +13.1% | 1.44% | $33.0M | $53.76 |
| 2025 Q3 | ADDED | 542,857 | +166,506 | +44.2% | 1.33% | $29.4M | $53.14 |
| 2025 Q2 | ADDED | 376,351 | +227,903 | +153.5% | 0.75% | $18.6M | $48.26 |
| 2025 Q1 | REDUCED | 148,448 | -3,821 | -2.5% | 0.38% | $6.7M | $44.03 |
| 2024 Q4 | ADDED | 152,269 | +1,453 | +1.0% | 0.40% | $6.7M | $42.80 |
| 2024 Q3 | ADDED | 150,816 | +3,231 | +2.2% | 0.46% | $7.2M | $45.41 |
| 2024 Q2 | REDUCED | 147,585 | -8,947 | -5.7% | 0.46% | $6.5M | $41.40 |
| 2024 Q1 | REDUCED | 156,532 | -68,267 | -30.4% | 0.49% | $6.5M | $39.37 |
| 2023 Q4 | REDUCED | 224,799 | -4,226 | -1.8% | 0.82% | $9.2M | $38.70 |
| 2023 Q3 | ADDED | 229,025 | +11,384 | +5.2% | 0.85% | $9.0M | $36.14 |
As of 2025 Q4 — sorted by position size