Jim Simons’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Jim Simons’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-7,600	Closed	-$798K	–	3699
2025 Q2	$798K	Sell	7,600 -2,600	-25%	-$258K	﹤0.01%	2612
2025 Q1	$1.01M	Buy	10,200 +5,700	+127%	+$600K	﹤0.01%	2428
2024 Q4	$475K	Buy	+4,500	New	+$489K	﹤0.01%	2867
2023 Q4	–	Sell	-2,600	Closed	-$220K	–	3913
2023 Q3	$220K	Buy	+2,600	New	+$231K	﹤0.01%	3055
2022 Q4	–	Sell	-3,000	Closed	-$223K	–	4255
2022 Q3	$223K	Buy	3,000 +200	+7%	+$16.4K	﹤0.01%	3344
2022 Q2	$214K	Buy	+2,800	New	+$234K	﹤0.01%	3618
2018 Q4	–	Sell	-6,000	Closed	-$408K	–	3491
2018 Q3	$408K	Buy	6,000 +800	+15%	+$54.3K	﹤0.01%	2917
2018 Q2	$342K	Buy	5,200 +1,000	+24%	+$65.2K	﹤0.01%	2937
2018 Q1	$266K	Buy	+4,200	New	+$271K	﹤0.01%	3112

Other funds holding IVOO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jim Simons's IVOO Position: Q3 2025 in Review

Jim Simons sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2025, closing a stake of 7,600 shares — an estimated $798K sold.

Jim Simons first reported a position in IVOO in Q1 2018 and held it in 9 quarters. The position peaked at $1.01M in Q1 2025. 273 funds tracked by Wall St. Rank hold IVOO as of Q3 2025.

Jim Simons reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2025 after selling out during the quarter.
Jim Simons sold 7,600 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2025, an estimated $798K.
Jim Simons first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2018 and held it in 9 quarters.
Jim Simons's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.01M in Q1 2025.
273 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.