Simon Quick Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Simon Quick Advisors’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$112M	Buy	162,570 +11,636	+8%	+$7.76M	4.51%	5
2026 Q1	$90.2M	Buy	150,934 +935	+0.6%	+$585K	4.13%	5
2025 Q4	$94.1M	Buy	149,999 +4,298	+3%	+$2.67M	4.11%	5
2025 Q3	$89.2M	Buy	145,701 +7,426	+5%	+$4.38M	4.04%	5
2025 Q2	$78.5M	Buy	138,275 +8,656	+7%	+$4.55M	3.98%	7
2025 Q1	$66.6M	Buy	129,619 +12,725	+11%	+$6.88M	3.79%	8
2024 Q4	$63M	Buy	116,894 +11,034	+10%	+$5.98M	3.77%	9
2024 Q3	$55.9M	Buy	105,860 +6,651	+7%	+$3.38M	3.53%	9
2024 Q2	$49.6M	Buy	99,209 +28,916	+41%	+$13.9M	3.5%	9
2024 Q1	$33.8M	Buy	70,293 +60,549	+621%	+$27.7M	2.53%	11
2023 Q4	$4.26M	Buy	9,744 +974	+11%	+$399K	0.38%	42
2023 Q3	$3.44M	Sell	8,770 -2,501	-22%	-$1.02M	0.32%	51
2023 Q2	$4.59M	Buy	11,271 +3,333	+42%	+$1.29M	0.42%	38
2023 Q1	$2.99M	Buy	7,938 +280	+4%	+$103K	0.32%	53
2022 Q4	$2.69M	Buy	7,658 +174	+2%	+$61.5K	0.32%	50
2022 Q3	$2.46M	Sell	7,484 -1,476	-16%	-$539K	0.35%	46
2022 Q2	$3.4M	Buy	8,960 +5,067	+130%	+$1.91M	0.45%	39
2022 Q1	$1.62M	Buy	3,893 +698	+22%	+$286K	0.46%	34
2021 Q4	$1.4M	Buy	3,195 +59	+2%	+$24.9K	0.37%	36
2021 Q3	$1.24M	Buy	3,136 +158	+5%	+$64.1K	0.32%	39
2021 Q2	$1.17M	Sell	2,978 -401	-12%	-$154K	0.31%	38
2021 Q1	$1.23M	Buy	3,379 +875	+35%	+$310K	0.36%	34
2020 Q4	$861K	Buy	2,504 +924	+58%	+$301K	0.26%	41
2020 Q3	$486K	Sell	1,580 -6,069	-79%	-$1.85M	0.14%	49
2020 Q2	$2.17M	Buy	7,649 +6,119	+400%	+$1.65M	0.82%	23
2020 Q1	$362K	Sell	1,530 -9	-0.6%	-$2.52K	0.13%	52
2019 Q4	$455K	Buy	1,539 +370	+32%	+$105K	0.16%	55
2019 Q3	$319K	Buy	1,169 +6	+0.5%	+$1.63K	0.14%	53
2019 Q2	$313K	Hold	1,163	–	–	0.16%	43
2019 Q1	$302K	Buy	1,163 +6	+0.5%	+$1.5K	0.13%	54
2018 Q4	$266K	Sell	1,157 -1,115	-49%	-$276K	0.1%	60
2018 Q3	$607K	Buy	2,272 +11	+0.5%	+$2.88K	0.25%	38
2018 Q2	$564K	Buy	+2,261	New	+$561K	0.24%	37
2018 Q1	–	Sell	-231	Closed	-$60K	–	420
2017 Q4	$60K	Buy	+231	New	+$55.2K	0.03%	210

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Simon Quick Advisors's VOO Position: Q2 2026 in Review

Simon Quick Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 7.7% in Q2 2026, buying an estimated $7.76M and bringing the position to 162,570 shares worth $112M. The position accounts for 4.51% of the portfolio, ranked #5.

Simon Quick Advisors first reported a position in VOO in Q4 2017 and has held it in 34 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Simon Quick Advisors held 162,570 shares of Vanguard S&P 500 ETF worth $112M as of Q2 2026.
Simon Quick Advisors bought 11,636 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.76M.
Vanguard S&P 500 ETF made up 4.51% of Simon Quick Advisors's portfolio in Q2 2026, its #5 holding.
Simon Quick Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.