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

Jim Simons’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$508K Sell
1,680
-6,080
-78% -$1.91M ﹤0.01% 2594
2025
Q4 		$2.34M Buy
+7,760
New +$2.34M ﹤0.01% 1762
2025
Q2 		– Sell
-6,100
Closed -$1.54M – 3921
2025
Q1 		$1.54M Sell
6,100
-5,800
-49% -$1.61M ﹤0.01% 2151
2024
Q4 		$3.33M Buy
+11,900
New +$3.36M ﹤0.01% 1706
2024
Q2 		– Sell
-1,700
Closed -$443K – 3982
2024
Q1 		$443K Buy
+1,700
New +$418K ﹤0.01% 2915
2023
Q4 		– Sell
-1,900
Closed -$407K – 4159
2023
Q3 		$407K Sell
1,900
-1,300
-41% -$295K ﹤0.01% 2808
2023
Q2 		$735K Buy
+3,200
New +$696K ﹤0.01% 2668
2023
Q1 		– Sell
-1,800
Closed -$361K – 4423
2022
Q4 		$361K Sell
1,800
-300
-14% -$61.4K ﹤0.01% 3139
2022
Q3 		$410K Sell
2,100
-8,400
-80% -$1.8M ﹤0.01% 3045
2022
Q2 		$2.07M Buy
10,500
+9,400
+855% +$2.04M ﹤0.01% 2160
2022
Q1 		$273K Sell
1,100
-1,535
-58% -$378K ﹤0.01% 3511
2021
Q4 		$743K Buy
+2,635
New +$756K ﹤0.01% 2871
2021
Q3 		– Sell
-10,700
Closed -$3.1M – 3858
2021
Q2 		$3.1M Sell
10,700
-3,000
-22% -$839K ﹤0.01% 1940
2021
Q1 		$3.76M Buy
+13,700
New +$3.86M ﹤0.01% 1826
2020
Q4 		– Sell
-4,400
Closed -$946K – 3734
2020
Q3 		$946K Sell
4,400
-1,900
-30% -$401K ﹤0.01% 2549
2020
Q2 		$1.26M Buy
+6,300
New +$1.14M ﹤0.01% 2435
2020
Q1 		– Sell
-1,900
Closed -$378K – 3817
2019
Q4 		$378K Buy
1,900
+800
+73% +$152K ﹤0.01% 2993
2019
Q3 		$200K Buy
+1,100
New +$205K ﹤0.01% 3149
2018
Q4 		– Sell
-3,100
Closed -$581K – 3633
2018
Q3 		$581K Sell
3,100
-3,600
-54% -$662K ﹤0.01% 2804
2018
Q2 		$1.18M Buy
6,700
+1,300
+24% +$223K ﹤0.01% 2535
2018
Q1 		$885K Buy
+5,400
New +$891K ﹤0.01% 2701

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jim Simons's VBK Position: Q1 2026 in Review

Jim Simons reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 78% in Q1 2026, selling an estimated $1.91M and leaving 1,680 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #2594.

Jim Simons first reported a position in VBK in Q1 2018 and has held it in 21 quarters since. The position peaked at $3.76M in Q1 2021. 1,217 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Jim Simons held 1,680 shares of Vanguard Morningstar Small-Cap Growth ETF worth $508K as of Q1 2026.
  • Jim Simons sold 6,080 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $1.91M.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2594 holding.
  • Jim Simons first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2018 and has held it in 21 quarters since.
  • Jim Simons's Vanguard Morningstar Small-Cap Growth ETF position peaked at $3.76M in Q1 2021.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

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