Jim Simons’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Jim Simons’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.09M	Buy	+91,055	New	+$7.11M	0.01%	1253
2026 Q1	–	Sell	-29,629	Closed	-$2.34M	–	3282
2025 Q4	$2.34M	Sell	29,629 -371,171	-93%	-$29.3M	﹤0.01%	1765
2025 Q3	$31.6M	Sell	400,800 -306,100	-43%	-$24.1M	0.04%	525
2025 Q2	$55.6M	Sell	706,900 -577,200	-45%	-$45.1M	0.07%	303
2025 Q1	$101M	Buy	1,284,100 +587,200	+84%	+$45.6M	0.15%	153
2024 Q4	$53.8M	Buy	696,900 +143,500	+26%	+$11.1M	0.08%	298
2024 Q3	$43.5M	Buy	553,400 +330,422	+148%	+$25.7M	0.07%	370
2024 Q2	$17.1M	Buy	+222,978	New	+$17M	0.03%	660
2023 Q4	–	Sell	-34,500	Closed	-$2.59M	–	3759
2023 Q3	$2.59M	Buy	+34,500	New	+$2.6M	﹤0.01%	1705
2023 Q1	–	Sell	-18,610	Closed	-$1.4M	–	3992
2022 Q4	$1.4M	Sell	18,610 -51,690	-74%	-$3.88M	﹤0.01%	2314
2022 Q3	$5.26M	Buy	+70,300	New	+$5.37M	0.01%	1407
2022 Q1	–	Sell	-258,320	Closed	-$20.9M	–	4091
2021 Q4	$20.9M	Buy	+258,320	New	+$21M	0.03%	685
2021 Q3	–	Sell	-150,009	Closed	-$12.3M	–	3489
2021 Q2	$12.3M	Buy	+150,009	New	+$12.3M	0.02%	1030
2021 Q1	–	Sell	-109,900	Closed	-$9.11M	–	3327
2020 Q4	$9.11M	Buy	109,900 +55,200	+101%	+$4.57M	0.01%	1228
2020 Q3	$4.54M	Buy	54,700 +4,198	+8%	+$349K	﹤0.01%	1631
2020 Q2	$4.2M	Sell	50,502 -64,298	-56%	-$5.32M	﹤0.01%	1752
2020 Q1	$9.43M	Sell	114,800 -5,000	-4%	-$406K	0.01%	1199
2019 Q4	$9.7M	Buy	+119,800	New	+$9.7M	0.01%	1472
2019 Q3	–	Sell	-58,150	Closed	-$4.68M	–	3435
2019 Q2	$4.68M	Buy	+58,150	New	+$4.64M	﹤0.01%	1853
2018 Q2	–	Sell	-103,900	Closed	-$8.15M	–	3269
2018 Q1	$8.15M	Buy	103,900 +84,716	+442%	+$6.66M	0.01%	1501
2017 Q4	$1.52M	Buy	+19,184	New	+$1.52M	﹤0.01%	2486

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jim Simons's BSV Position: Q2 2026 in Review

Jim Simons opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 91,055 shares worth $7.09M. The stake represents 0.01% of the portfolio and ranks #1253 among its holdings. This is a return to the name: Jim Simons previously reported a position in BSV as recently as Q4 2025.

Jim Simons first reported a position in BSV in Q4 2017 and has held it in 21 quarters since. The position peaked at $101M in Q1 2025. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Jim Simons held 91,055 shares of Vanguard Short-Term Bond ETF worth $7.09M as of Q2 2026.
Vanguard Short-Term Bond ETF was a new Jim Simons position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.01% of Jim Simons's portfolio in Q2 2026, its #1253 holding.
Jim Simons first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 21 quarters since.
Jim Simons's Vanguard Short-Term Bond ETF position peaked at $101M in Q1 2025.
1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.