Simon Quick Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.11M | Sell |
15,464
-372
| -2% | -$27.6K | 0.05% | 180 |
|
|
2025
Q4 | $1.15M | Sell |
15,836
-980
| -6% | -$71.3K | 0.05% | 178 |
|
|
2025
Q3 | $1.23M | Buy |
16,816
+1,232
| +8% | +$88.5K | 0.06% | 175 |
|
|
2025
Q2 | $1.09M | Sell |
15,584
-752
| -5% | -$49.4K | 0.06% | 177 |
|
|
2025
Q1 | $1.06M | Sell |
16,336
-608
| -4% | -$40.8K | 0.06% | 166 |
|
|
2024
Q4 | $1.12M | Buy |
16,944
+388
| +2% | +$26.3K | 0.07% | 137 |
|
|
2024
Q3 | $1.09M | Buy |
16,556
+3,772
| +30% | +$237K | 0.07% | 136 |
|
|
2024
Q2 | $774K | Buy |
12,784
+76
| +0.6% | +$4.62K | 0.05% | 161 |
|
|
2024
Q1 | $794K | Sell |
12,708
-1,780
| -12% | -$105K | 0.06% | 147 |
|
|
2023
Q4 | $843K | Sell |
14,488
-5,884
| -29% | -$314K | 0.07% | 124 |
|
|
2023
Q3 | $1.06M | Buy |
20,372
+2,932
| +17% | +$161K | 0.1% | 102 |
|
|
2023
Q2 | $960K | Sell |
17,440
-3,556
| -17% | -$186K | 0.09% | 107 |
|
|
2023
Q1 | $1.11M | Buy |
20,996
+12
| +0.1% | +$638 | 0.12% | 91 |
|
|
2022
Q4 | $1.07M | Sell |
20,984
-3,248
| -13% | -$165K | 0.13% | 84 |
|
|
2022
Q3 | $1.14M | Sell |
24,232
-348
| -1% | -$18.2K | 0.16% | 78 |
|
|
2022
Q2 | $1.34M | Sell |
24,580
-22,764
| -48% | -$1.23M | 0.18% | 75 |
|
|
2022
Q1 | $2.81M | Buy |
47,344
+8,156
| +21% | +$479K | 0.8% | 20 |
|
|
2021
Q4 | $2.5M | Buy |
39,188
+3,348
| +9% | +$210K | 0.67% | 26 |
|
|
2021
Q3 | $2.12M | Buy |
35,840
+4,916
| +16% | +$297K | 0.55% | 28 |
|
|
2021
Q2 | $1.83M | Buy |
30,924
+4,152
| +16% | +$241K | 0.49% | 29 |
|
|
2021
Q1 | $1.48M | Buy |
26,772
+492
| +2% | +$26.7K | 0.44% | 31 |
|
|
2020
Q4 | $1.36M | Sell |
26,280
-2,096
| -7% | -$101K | 0.41% | 33 |
|
|
2020
Q3 | $1.25M | Sell |
28,376
-1,868
| -6% | -$81.4K | 0.36% | 35 |
|
|
2020
Q2 | $1.24M | Buy |
30,244
+8,320
| +38% | +$319K | 0.47% | 34 |
|
|
2020
Q1 | $722K | Buy |
21,924
+21,760
| +13,268% | +$901K | 0.27% | 40 |
|
|
2019
Q4 | $7K | Buy |
+164
| New | +$7.04K | ﹤0.01% | 451 |
|
|
2019
Q1 | – | Sell |
-1,928
| Closed | -$67K | – | 452 |
|
|
2018
Q4 | $67K | Buy |
+1,928
| New | +$72.4K | 0.02% | 153 |
|
|
2018
Q1 | – | Sell |
-2,400
| Closed | -$97K | – | 419 |
|
|
2017
Q4 | $97K | Buy |
2,400
+2,120
| +757% | +$80K | 0.04% | 158 |
|
|
2017
Q3 | $10K | Hold |
280
| – | – | ﹤0.01% | 428 |
|
|
2017
Q2 | $10K | Hold |
280
| – | – | 0.01% | 237 |
|
|
2017
Q1 | $10K | Buy |
+280
| New | +$9.62K | 0.01% | 261 |
|
Other funds holding VO
Simon Quick Advisors's VO Position: Q1 2026 in Review
Simon Quick Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 2.3% in Q1 2026, selling an estimated $27.6K and leaving 15,464 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #180.
Simon Quick Advisors first reported a position in VO in Q1 2017 and has held it in 31 quarters since. The position peaked at $2.81M in Q1 2022. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Simon Quick Advisors held 15,464 shares of Vanguard Mid-Cap ETF worth $1.11M as of Q1 2026.
- Simon Quick Advisors sold 372 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $27.6K.
- Vanguard Mid-Cap ETF made up 0.05% of Simon Quick Advisors's portfolio in Q1 2026, its #180 holding.
- Simon Quick Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2017 and has held it in 31 quarters since.
- Simon Quick Advisors's Vanguard Mid-Cap ETF position peaked at $2.81M in Q1 2022.
- 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.