Jim Simons
VFH icon

Jim Simons’s Vanguard Financials ETF VFH Stock Holding History

Jim Simons’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,300
Closed -$1.24M – 3719
2025
Q4 		$1.24M Buy
9,300
+1,500
+19% +$195K ﹤0.01% 2155
2025
Q3 		$1.02M Sell
7,800
-400
-5% -$51.8K ﹤0.01% 2471
2025
Q2 		$1.04M Buy
+8,200
New +$978K ﹤0.01% 2496
2025
Q1 		– Sell
-14,100
Closed -$1.66M – 3863
2024
Q4 		$1.66M Hold
14,100
– – ﹤0.01% 2162
2024
Q3 		$1.55M Buy
14,100
+7,800
+124% +$827K ﹤0.01% 2179
2024
Q2 		$629K Sell
6,300
-5,100
-45% -$509K ﹤0.01% 2590
2024
Q1 		$1.17M Buy
+11,400
New +$1.09M ﹤0.01% 2391
2023
Q1 		– Sell
-9,700
Closed -$802K – 4426
2022
Q4 		$802K Buy
9,700
+3,000
+45% +$248K ﹤0.01% 2664
2022
Q3 		$499K Sell
6,700
-4,600
-41% -$374K ﹤0.01% 2932
2022
Q2 		$872K Buy
+11,300
New +$954K ﹤0.01% 2808
2022
Q1 		– Sell
-9,300
Closed -$898K – 4492
2021
Q4 		$898K Buy
9,300
+1,100
+13% +$107K ﹤0.01% 2727
2021
Q3 		$760K Buy
8,200
+2,900
+55% +$268K ﹤0.01% 2695
2021
Q2 		$479K Buy
+5,300
New +$479K ﹤0.01% 2981
2019
Q4 		– Sell
-11,200
Closed -$784K – 3769
2019
Q3 		$784K Buy
11,200
+100
+0.9% +$6.91K ﹤0.01% 2690
2019
Q2 		$766K Buy
+11,100
New +$753K ﹤0.01% 2819
2018
Q2 		– Sell
-4,500
Closed -$313K – 3545
2018
Q1 		$313K Sell
4,500
-600
-12% -$43.3K ﹤0.01% 3066
2017
Q4 		$357K Buy
+5,100
New +$346K ﹤0.01% 2969

Other funds holding VFH

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jim Simons's VFH Position: Q1 2026 in Review

Jim Simons sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 9,300 shares — an estimated $1.24M sold.

Jim Simons first reported a position in VFH in Q4 2017 and held it in 17 quarters. The position peaked at $1.66M in Q4 2024. 743 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Jim Simons reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 9,300 Vanguard Financials ETF shares in Q1 2026, an estimated $1.24M.
  • Jim Simons first reported a position in Vanguard Financials ETF in Q4 2017 and held it in 17 quarters.
  • Jim Simons's Vanguard Financials ETF position peaked at $1.66M in Q4 2024.
  • 743 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

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