Jim Simons
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Jim Simons’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Jim Simons’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.42M Buy
+28,320
New +$7.66M 0.01% 1140
2025
Q4 		– Sell
-3,800
Closed -$966K – 3786
2025
Q3 		$966K Buy
+3,800
New +$942K ﹤0.01% 2498
2025
Q2 		– Sell
-21,000
Closed -$4.66M – 3920
2025
Q1 		$4.66M Buy
21,000
+2,200
+12% +$525K 0.01% 1478
2024
Q4 		$4.52M Buy
+18,800
New +$4.63M 0.01% 1515
2024
Q3 		– Sell
-5,400
Closed -$1.18M – 3915
2024
Q2 		$1.18M Buy
+5,400
New +$1.19M ﹤0.01% 2228
2023
Q4 		– Sell
-10,100
Closed -$1.91M – 4158
2023
Q3 		$1.91M Buy
+10,100
New +$2.01M ﹤0.01% 1896
2023
Q1 		– Sell
-3,300
Closed -$606K – 4422
2022
Q4 		$606K Buy
+3,300
New +$612K ﹤0.01% 2840
2022
Q2 		– Sell
-4,500
Closed -$956K – 4600
2022
Q1 		$956K Buy
+4,500
New +$947K ﹤0.01% 2756
2021
Q4 		– Sell
-13,400
Closed -$2.93M – 4243
2021
Q3 		$2.93M Buy
13,400
+10,000
+294% +$2.22M ﹤0.01% 1801
2021
Q2 		$766K Sell
3,400
-7,900
-70% -$1.75M ﹤0.01% 2787
2021
Q1 		$2.42M Buy
+11,300
New +$2.38M ﹤0.01% 2099
2020
Q4 		– Sell
-3,800
Closed -$584K – 3733
2020
Q3 		$584K Sell
3,800
-900
-19% -$138K ﹤0.01% 2760
2020
Q2 		$685K Buy
4,700
+1,800
+62% +$242K ﹤0.01% 2741
2020
Q1 		$335K Buy
+2,900
New +$436K ﹤0.01% 2931
2019
Q4 		– Sell
-2,400
Closed -$369K – 3763
2019
Q3 		$369K Buy
+2,400
New +$372K ﹤0.01% 2973
2019
Q2 		– Sell
-4,900
Closed -$749K – 3769
2019
Q1 		$749K Buy
+4,900
New +$728K ﹤0.01% 2795
2018
Q4 		– Sell
-3,300
Closed -$537K – 3632
2018
Q3 		$537K Sell
3,300
-9,000
-73% -$1.46M ﹤0.01% 2828
2018
Q2 		$1.92M Buy
12,300
+4,600
+60% +$704K ﹤0.01% 2279
2018
Q1 		$1.13M Buy
+7,700
New +$1.15M ﹤0.01% 2610

Other funds holding VB

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jim Simons's VB Position: Q1 2026 in Review

Jim Simons opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026: 28,320 shares worth $7.42M. The stake represents 0.01% of the portfolio and ranks #1140 among its holdings. This is a return to the name: Jim Simons previously reported a position in VB as recently as Q3 2025.

Jim Simons first reported a position in VB in Q1 2018 and has held it in 19 quarters since. 2,394 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Jim Simons held 28,320 shares of Vanguard Morningstar Small-Cap ETF worth $7.42M as of Q1 2026.
  • Vanguard Morningstar Small-Cap ETF was a new Jim Simons position in Q1 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1140 holding.
  • Jim Simons first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2018 and has held it in 19 quarters since.
  • 2,394 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

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