Jim Simons
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Jim Simons’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Jim Simons’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.02M Buy
+7,400
New +$1.97M ﹤0.01% 1949
2026
Q1 		– Sell
-5,100
Closed -$1.28M – 3518
2025
Q4 		$1.28M Sell
5,100
-5,900
-54% -$1.47M ﹤0.01% 2141
2025
Q3 		$2.68M Buy
11,000
+8,800
+400% +$2.06M ﹤0.01% 1881
2025
Q2 		$495K Sell
2,200
-1,700
-44% -$352K ﹤0.01% 2838
2025
Q1 		$785K Sell
3,900
-5,400
-58% -$1.15M ﹤0.01% 2548
2024
Q4 		$1.98M Buy
9,300
+700
+8% +$149K ﹤0.01% 2058
2024
Q3 		$1.78M Buy
8,600
+1,100
+15% +$219K ﹤0.01% 2101
2024
Q2 		$1.48M Sell
7,500
-900
-11% -$169K ﹤0.01% 2076
2024
Q1 		$1.57M Sell
8,400
-10,300
-55% -$1.84M ﹤0.01% 2184
2023
Q4 		$3.17M Buy
18,700
+8,500
+83% +$1.35M ﹤0.01% 1651
2023
Q3 		$1.55M Buy
10,200
+6,000
+143% +$945K ﹤0.01% 2019
2023
Q2 		$657K Buy
+4,200
New +$621K ﹤0.01% 2726
2022
Q4 		– Sell
-1,700
Closed -$212K – 4289
2022
Q3 		$212K Buy
+1,700
New +$236K ﹤0.01% 3357
2022
Q1 		– Sell
-6,200
Closed -$1.04M – 4327
2021
Q4 		$1.04M Sell
6,200
-700
-10% -$114K ﹤0.01% 2611
2021
Q3 		$1.05M Sell
6,900
-1,800
-21% -$283K ﹤0.01% 2518
2021
Q2 		$1.32M Buy
8,700
+6,500
+295% +$961K ﹤0.01% 2514
2021
Q1 		$309K Buy
2,200
+100
+5% +$13.7K ﹤0.01% 3050
2020
Q4 		$280K Buy
+2,100
New +$266K ﹤0.01% 3056
2020
Q1 		– Sell
-6,800
Closed -$760K – 3651
2019
Q4 		$760K Buy
+6,800
New +$726K ﹤0.01% 2744
2019
Q3 		– Sell
-2,100
Closed -$213K – 3594
2019
Q2 		$213K Buy
+2,100
New +$209K ﹤0.01% 3287

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Leavell Investment Management
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Jim Simons's MGC Position: Q2 2026 in Review

Jim Simons opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026: 7,400 shares worth $2.02M. The stake represents ﹤0.01% of the portfolio and ranks #1949 among its holdings. This is a return to the name: Jim Simons previously reported a position in MGC as recently as Q4 2025.

Jim Simons first reported a position in MGC in Q2 2019 and has held it in 20 quarters since. The position peaked at $3.17M in Q4 2023. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Jim Simons held 7,400 shares of Vanguard Morningstar Mega Cap ETF worth $2.02M as of Q2 2026.
  • Vanguard Morningstar Mega Cap ETF was a new Jim Simons position in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #1949 holding.
  • Jim Simons first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2019 and has held it in 20 quarters since.
  • Jim Simons's Vanguard Morningstar Mega Cap ETF position peaked at $3.17M in Q4 2023.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

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