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

Jim Simons’s Portfolio MGK Stock Details MGK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-17,500	Closed	-$1.41M	–	3552
2025 Q3	$1.41M	Sell	17,500 -37,000	-68%	-$2.84M	﹤0.01%	2300
2025 Q2	$3.99M	Buy	+54,500	New	+$3.59M	0.01%	1662
2025 Q1	–	Sell	-90,500	Closed	-$6.22M	–	3698
2024 Q4	$6.22M	Buy	+90,500	New	+$6.09M	0.01%	1310
2024 Q3	–	Sell	-47,500	Closed	-$2.98M	–	3755
2024 Q2	$2.98M	Buy	47,500 +13,005	+38%	+$759K	0.01%	1616
2024 Q1	$1.98M	Buy	+34,495	New	+$1.9M	﹤0.01%	2037
2023 Q3	–	Sell	-23,000	Closed	-$1.08M	–	3927
2023 Q2	$1.08M	Buy	23,000 +13,000	+130%	+$560K	﹤0.01%	2423
2023 Q1	$409K	Sell	10,000 -12,500	-56%	-$474K	﹤0.01%	2983
2022 Q4	$774K	Buy	22,500 +1,000	+5%	+$35.8K	﹤0.01%	2681
2022 Q3	$749K	Buy	+21,500	New	+$847K	﹤0.01%	2671
2022 Q1	–	Sell	-34,500	Closed	-$1.8M	–	4328
2021 Q4	$1.8M	Buy	34,500 +5,000	+17%	+$253K	﹤0.01%	2227
2021 Q3	$1.39M	Buy	29,500 +10,000	+51%	+$484K	﹤0.01%	2363
2021 Q2	$902K	Buy	+19,500	New	+$858K	﹤0.01%	2719
2021 Q1	–	Sell	-40,000	Closed	-$1.63M	–	3554
2020 Q4	$1.63M	Sell	40,000 -39,500	-50%	-$1.53M	﹤0.01%	2249
2020 Q3	$2.95M	Buy	79,500 +62,500	+368%	+$2.25M	﹤0.01%	1886
2020 Q2	$556K	Sell	17,000 -14,500	-46%	-$433K	﹤0.01%	2832
2020 Q1	$801K	Buy	31,500 +5,500	+21%	+$159K	﹤0.01%	2530
2019 Q4	$757K	Buy	+26,000	New	+$718K	﹤0.01%	2746
2019 Q3	–	Sell	-23,500	Closed	-$609K	–	3595
2019 Q2	$609K	Buy	+23,500	New	+$598K	﹤0.01%	2916
2018 Q4	–	Sell	-14,000	Closed	-$359K	–	3513
2018 Q3	$359K	Hold	14,000	–	–	﹤0.01%	2961
2018 Q2	$333K	Sell	14,000 -11,000	-44%	-$257K	﹤0.01%	2939
2018 Q1	$561K	Buy	+25,000	New	+$581K	﹤0.01%	2872

Other funds holding MGK

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jim Simons's MGK Position: Q4 2025 in Review

Jim Simons sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2025, closing a stake of 17,500 shares — an estimated $1.41M sold.

Jim Simons first reported a position in MGK in Q1 2018 and held it in 21 quarters. The position peaked at $6.22M in Q4 2024. 980 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

Jim Simons reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 17,500 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2025, an estimated $1.41M.
Jim Simons first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2018 and held it in 21 quarters.
Jim Simons's Vanguard Morningstar Mega Cap Growth ETF position peaked at $6.22M in Q4 2024.
980 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.