Jim Simons’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Jim Simons’s Portfolio VGLT Stock Details VGLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-29,200	Closed	-$1.62M	–	4163
2023 Q3	$1.62M	Buy	+29,200	New	+$1.74M	﹤0.01%	1985
2023 Q1	–	Sell	-19,500	Closed	-$1.2M	–	4428
2022 Q4	$1.2M	Sell	19,500 -18,900	-49%	-$1.17M	﹤0.01%	2423
2022 Q3	$2.42M	Sell	38,400 -19,900	-34%	-$1.37M	﹤0.01%	1903
2022 Q2	$4.09M	Buy	+58,300	New	+$4.19M	﹤0.01%	1705
2022 Q1	–	Sell	-31,200	Closed	-$2.79M	–	4494
2021 Q4	$2.79M	Buy	+31,200	New	+$2.78M	﹤0.01%	1898
2021 Q3	–	Sell	-9,700	Closed	-$851K	–	3864
2021 Q2	$851K	Sell	9,700 -42,100	-81%	-$3.58M	﹤0.01%	2745
2021 Q1	$4.29M	Buy	51,800 +49,539	+2,191%	+$4.38M	0.01%	1742
2020 Q4	$217K	Buy	+2,261	New	+$219K	﹤0.01%	3111
2020 Q3	–	Sell	-4,200	Closed	-$420K	–	3714
2020 Q2	$420K	Sell	4,200 -3,100	-42%	-$312K	﹤0.01%	2927
2020 Q1	$737K	Buy	+7,300	New	+$667K	﹤0.01%	2576
2019 Q4	–	Sell	-20,400	Closed	-$1.79M	–	3771
2019 Q3	$1.79M	Sell	20,400 -19,900	-49%	-$1.7M	﹤0.01%	2339
2019 Q2	$3.29M	Buy	40,300 +9,500	+31%	+$742K	﹤0.01%	2074
2019 Q1	$2.4M	Buy	+30,800	New	+$2.31M	﹤0.01%	2219

Other funds holding VGLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Jim Simons's VGLT Position: Q4 2023 in Review

Jim Simons sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2023, closing a stake of 29,200 shares — an estimated $1.62M sold.

Jim Simons first reported a position in VGLT in Q1 2019 and held it in 13 quarters. The position peaked at $4.29M in Q1 2021. 353 funds tracked by Wall St. Rank hold VGLT as of Q4 2023.

Jim Simons reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Jim Simons sold 29,200 Vanguard Long-Term Treasury ETF shares in Q4 2023, an estimated $1.62M.
Jim Simons first reported a position in Vanguard Long-Term Treasury ETF in Q1 2019 and held it in 13 quarters.
Jim Simons's Vanguard Long-Term Treasury ETF position peaked at $4.29M in Q1 2021.
353 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2023.

Based on Renaissance Technologies's 13F filing for Q4 2023, filed 13 Feb 2024.