Jim Simons’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Jim Simons’s Portfolio ESGV Stock Details ESGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,800	Closed	-$460K	–	3364
2025 Q4	$460K	Sell	3,800 -20,400	-84%	-$2.45M	﹤0.01%	2606
2025 Q3	$2.87M	Buy	+24,200	New	+$2.75M	﹤0.01%	1836
2025 Q2	–	Sell	-2,500	Closed	-$245K	–	3637
2025 Q1	$245K	Sell	2,500 -21,900	-90%	-$2.29M	﹤0.01%	2998
2024 Q4	$2.56M	Buy	24,400 +18,500	+314%	+$1.94M	﹤0.01%	1886
2024 Q3	$600K	Sell	5,900 -6,200	-51%	-$608K	﹤0.01%	2699
2024 Q2	$1.17M	Buy	12,100 +1,400	+13%	+$130K	﹤0.01%	2234
2024 Q1	$997K	Buy	10,700 +100	+0.9%	+$8.89K	﹤0.01%	2485
2023 Q4	$902K	Buy	10,600 +4,000	+61%	+$315K	﹤0.01%	2476
2023 Q3	$496K	Sell	6,600 -1,300	-16%	-$102K	﹤0.01%	2705
2023 Q2	$619K	Buy	+7,900	New	+$582K	﹤0.01%	2752

Other funds holding ESGV

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jim Simons's ESGV Position: Q1 2026 in Review

Jim Simons sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 3,800 shares — an estimated $460K sold.

Jim Simons first reported a position in ESGV in Q2 2023 and held it in 10 quarters. The position peaked at $2.87M in Q3 2025. 679 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Jim Simons reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 3,800 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $460K.
Jim Simons first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and held it in 10 quarters.
Jim Simons's Vanguard ESG US Stock ETF position peaked at $2.87M in Q3 2025.
679 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.