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

Jim Simons’s Portfolio MGV Stock Details MGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.5M	Sell	9,200 -4,400	-32%	-$683K	﹤0.01%	2121
2026 Q1	$1.97M	Sell	13,600 -4,000	-23%	-$593K	﹤0.01%	1905
2025 Q4	$2.48M	Sell	17,600 -21,500	-55%	-$2.99M	﹤0.01%	1732
2025 Q3	$5.39M	Buy	39,100 +31,000	+383%	+$4.15M	0.01%	1447
2025 Q2	$1.06M	Sell	8,100 -14,700	-64%	-$1.84M	﹤0.01%	2488
2025 Q1	$2.94M	Buy	22,800 +15,800	+226%	+$2.04M	﹤0.01%	1756
2024 Q4	$874K	Sell	7,000 -16,500	-70%	-$2.13M	﹤0.01%	2567
2024 Q3	$3.01M	Buy	23,500 +13,700	+140%	+$1.69M	﹤0.01%	1754
2024 Q2	$1.16M	Sell	9,800 -24,100	-71%	-$2.83M	﹤0.01%	2239
2024 Q1	$4.05M	Buy	33,900 +10,400	+44%	+$1.18M	0.01%	1545
2023 Q4	$2.57M	Buy	23,500 +16,000	+213%	+$1.65M	﹤0.01%	1795
2023 Q3	$761K	Buy	7,500 +1,500	+25%	+$157K	﹤0.01%	2480
2023 Q2	$623K	Buy	6,000 +4,000	+200%	+$407K	﹤0.01%	2749
2023 Q1	$202K	Sell	2,000 -1,900	-49%	-$194K	﹤0.01%	3275
2022 Q4	$401K	Buy	+3,900	New	+$392K	﹤0.01%	3076
2022 Q2	–	Sell	-5,600	Closed	-$601K	–	4441
2022 Q1	$601K	Sell	5,600 -6,500	-54%	-$690K	﹤0.01%	3069
2021 Q4	$1.29M	Buy	12,100 +6,500	+116%	+$672K	﹤0.01%	2462
2021 Q3	$548K	Buy	5,600 +2,400	+75%	+$242K	﹤0.01%	2856
2021 Q2	$319K	Buy	+3,200	New	+$318K	﹤0.01%	3127
2021 Q1	–	Sell	-3,800	Closed	-$330K	–	3556
2020 Q4	$330K	Buy	+3,800	New	+$312K	﹤0.01%	2998
2020 Q1	–	Sell	-6,700	Closed	-$584K	–	3653
2019 Q4	$584K	Buy	+6,700	New	+$562K	﹤0.01%	2841
2019 Q3	–	Sell	-4,100	Closed	-$330K	–	3596
2019 Q2	$330K	Buy	4,100 +1,500	+58%	+$119K	﹤0.01%	3142
2019 Q1	$203K	Buy	+2,600	New	+$199K	﹤0.01%	3207
2018 Q4	–	Sell	-4,300	Closed	-$344K	–	3514
2018 Q3	$344K	Buy	+4,300	New	+$338K	﹤0.01%	2974
2018 Q1	–	Sell	-3,099	Closed	-$237K	–	3490
2017 Q4	$237K	Buy	+3,099	New	+$230K	﹤0.01%	3089

Other funds holding MGV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jim Simons's MGV Position: Q2 2026 in Review

Jim Simons reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 32% in Q2 2026, selling an estimated $683K and leaving 9,200 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Jim Simons first reported a position in MGV in Q4 2017 and has held it in 25 quarters since. The position peaked at $5.39M in Q3 2025. 609 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Jim Simons held 9,200 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.5M as of Q2 2026.
Jim Simons sold 4,400 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $683K.
Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2121 holding.
Jim Simons first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2017 and has held it in 25 quarters since.
Jim Simons's Vanguard Morningstar Mega Cap Value ETF position peaked at $5.39M in Q3 2025.
609 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

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