Ownership history in SIMON QUICK ADVISORS, LLC · 37 quarters on record
This page tracks every 13F SEC filing in which SIMON QUICK ADVISORS, LLC reported a position in Vanguard Small Cap ETF (VB). 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 | 79,554 | +4,080 | +5.4% | 0.90% | $20.5M | $257.95 |
| 2025 Q3 | ADDED | 75,474 | +3,041 | +4.2% | 0.87% | $19.2M | $253.38 |
| 2025 Q2 | ADDED | 72,433 | +50,199 | +225.8% | 0.69% | $17.2M | $235.40 |
| 2025 Q1 | ADDED | 22,234 | +666 | +3.1% | 0.28% | $4.9M | $219.54 |
| 2024 Q4 | ADDED | 21,568 | +195 | +0.9% | 0.31% | $5.2M | $236.92 |
| 2024 Q3 | ADDED | 21,373 | +2,621 | +14.0% | 0.32% | $5.1M | $233.03 |
| 2024 Q2 | REDUCED | 18,752 | -667 | -3.4% | 0.29% | $4.1M | $213.56 |
| 2024 Q1 | ADDED | 19,419 | +52 | +0.3% | 0.33% | $4.4M | $223.02 |
| 2023 Q4 | REDUCED | 19,367 | -683 | -3.4% | 0.37% | $4.1M | $207.51 |
| 2023 Q3 | ADDED | 20,050 | +3,078 | +18.1% | 0.36% | $3.8M | $182.97 |
As of 2025 Q4 — sorted by position size