Jim Simons
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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
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jim Simons's MGV Position: Q1 2026 in Review

Jim Simons reduced its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 23% in Q1 2026, selling an estimated $593K and leaving 13,600 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Jim Simons first reported a position in MGV in Q4 2017 and has held it in 24 quarters since. The position peaked at $5.39M in Q3 2025. 570 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Jim Simons held 13,600 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.97M as of Q1 2026.
  • Jim Simons sold 4,000 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2026, an estimated $593K.
  • Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1905 holding.
  • Jim Simons first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2017 and has held it in 24 quarters since.
  • Jim Simons's Vanguard Morningstar Mega Cap Value ETF position peaked at $5.39M in Q3 2025.
  • 570 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2026.

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