SIMON QUICK ADVISORS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1692038
MORRISTOWN, NJ
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$22,552,359
+$2,031,405 QoQ
Shares Held
86,104
+8.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,552,359 | 86,104 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,520,954 | 79,554 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $19,191,528 | 75,474 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $17,127,729 | 72,275 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $4,930,389 | 22,234 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,182,359 | 21,568 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,069,889 | 21,373 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,088,686 | 18,752 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,438,989 | 19,419 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,131,562 | 19,367 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,790,853 | 20,050 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,375,561 | 16,972 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,433,381 | 12,837 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,336,097 | 12,728 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,244,219 | 13,131 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,408,656 | 13,677 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,647,455 | 7,752 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,611,903 | 7,132 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,419,168 | 6,490 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,365,872 | 6,063 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,166,950 | 5,451 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,080,863 | 5,552 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $671,952 | 4,369 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $758,472 | 5,205 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $423,664 | 3,670 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||