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

Jim Simons’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$261K Buy
+1,200
New +$268K ﹤0.01% 2846
2025
Q4 		– Sell
-2,800
Closed -$584K – 3787
2025
Q3 		$584K Buy
+2,800
New +$573K ﹤0.01% 2727
2025
Q2 		– Sell
-14,400
Closed -$2.68M – 3922
2025
Q1 		$2.68M Buy
14,400
+2,500
+21% +$494K ﹤0.01% 1811
2024
Q4 		$2.36M Buy
11,900
+8,400
+240% +$1.72M ﹤0.01% 1949
2024
Q3 		$703K Buy
+3,500
New +$673K ﹤0.01% 2634
2024
Q2 		– Sell
-2,800
Closed -$537K – 3983
2024
Q1 		$537K Buy
+2,800
New +$505K ﹤0.01% 2831
2023
Q4 		– Sell
-8,300
Closed -$1.32M – 4160
2023
Q3 		$1.32M Buy
+8,300
New +$1.39M ﹤0.01% 2112
2023
Q1 		– Sell
-4,500
Closed -$715K – 4424
2022
Q4 		$715K Buy
4,500
+700
+18% +$111K ﹤0.01% 2728
2022
Q3 		$545K Sell
3,800
-5,300
-58% -$842K ﹤0.01% 2882
2022
Q2 		$1.36M Buy
9,100
+6,000
+194% +$984K ﹤0.01% 2492
2022
Q1 		$545K Sell
3,100
-1,700
-35% -$296K ﹤0.01% 3130
2021
Q4 		$858K Buy
4,800
+700
+17% +$124K ﹤0.01% 2760
2021
Q3 		$694K Buy
+4,100
New +$702K ﹤0.01% 2740
2021
Q2 		– Sell
-10,500
Closed -$1.74M – 3793
2021
Q1 		$1.74M Buy
+10,500
New +$1.65M ﹤0.01% 2311
2020
Q4 		– Sell
-7,500
Closed -$830K – 3735
2020
Q3 		$830K Sell
7,500
-800
-10% -$89.7K ﹤0.01% 2603
2020
Q2 		$887K Buy
+8,300
New +$833K ﹤0.01% 2596
2019
Q4 		– Sell
-2,900
Closed -$374K – 3764
2019
Q3 		$374K Sell
2,900
-9,201
-76% -$1.18M ﹤0.01% 2965
2019
Q2 		$1.58M Buy
12,101
+2,500
+26% +$325K ﹤0.01% 2459
2019
Q1 		$1.24M Buy
+9,601
New +$1.22M ﹤0.01% 2577
2018
Q4 		– Sell
-4,101
Closed -$572K – 3634
2018
Q3 		$572K Sell
4,101
-1,900
-32% -$266K ﹤0.01% 2809
2018
Q2 		$815K Sell
6,001
-4,200
-41% -$564K ﹤0.01% 2681
2018
Q1 		$1.32M Buy
+10,201
New +$1.35M ﹤0.01% 2532

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jim Simons's VBR Position: Q1 2026 in Review

Jim Simons opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026: 1,200 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #2846 among its holdings. This is a return to the name: Jim Simons previously reported a position in VBR as recently as Q3 2025.

Jim Simons first reported a position in VBR in Q1 2018 and has held it in 22 quarters since. The position peaked at $2.68M in Q1 2025. 1,709 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Jim Simons held 1,200 shares of Vanguard Morningstar Small-Cap Value ETF worth $261K as of Q1 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new Jim Simons position in Q1 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2846 holding.
  • Jim Simons first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2018 and has held it in 22 quarters since.
  • Jim Simons's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.68M in Q1 2025.
  • 1,709 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

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