Jim Simons’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Jim Simons’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.09M	Sell	9,700 -6,200	-39%	-$1.38M	﹤0.01%	1876
2025 Q4	$3.49M	Buy	15,900 +7,700	+94%	+$1.68M	0.01%	1545
2025 Q3	$1.77M	Buy	+8,200	New	+$1.72M	﹤0.01%	2152
2023 Q4	–	Sell	-18,300	Closed	-$2.84M	–	4166
2023 Q3	$2.84M	Sell	18,300 -7,200	-28%	-$1.17M	﹤0.01%	1655
2023 Q2	$4.14M	Buy	25,500 +11,400	+81%	+$1.79M	0.01%	1530
2023 Q1	$2.17M	Sell	14,100 -2,400	-15%	-$368K	﹤0.01%	1981
2022 Q4	$2.51M	Sell	16,500 -1,400	-8%	-$209K	﹤0.01%	1935
2022 Q3	$2.42M	Sell	17,900 -2,636	-13%	-$392K	﹤0.01%	1901
2022 Q2	$2.95M	Buy	+20,536	New	+$3.13M	﹤0.01%	1917
2021 Q4	–	Sell	-9,000	Closed	-$1.38M	–	4248
2021 Q3	$1.38M	Buy	+9,000	New	+$1.43M	﹤0.01%	2365
2020 Q3	–	Sell	-16,500	Closed	-$1.93M	–	3716
2020 Q2	$1.93M	Buy	16,500 +7,000	+74%	+$797K	﹤0.01%	2203
2020 Q1	$982K	Buy	+9,500	New	+$1.13M	﹤0.01%	2433
2019 Q1	–	Sell	-9,200	Closed	-$901K	–	3719
2018 Q4	$901K	Sell	9,200 -4,100	-31%	-$428K	﹤0.01%	2627
2018 Q3	$1.47M	Buy	13,300 +4,000	+43%	+$430K	﹤0.01%	2440
2018 Q2	$945K	Buy	+9,300	New	+$948K	﹤0.01%	2620

Other funds holding VIG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jim Simons's VIG Position: Q1 2026 in Review

Jim Simons reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 39% in Q1 2026, selling an estimated $1.38M and leaving 9,700 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Jim Simons first reported a position in VIG in Q2 2018 and has held it in 15 quarters since. The position peaked at $4.14M in Q2 2023. 2,523 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Jim Simons held 9,700 shares of Vanguard Dividend Appreciation ETF worth $2.09M as of Q1 2026.
Jim Simons sold 6,200 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.38M.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1876 holding.
Jim Simons first reported a position in Vanguard Dividend Appreciation ETF in Q2 2018 and has held it in 15 quarters since.
Jim Simons's Vanguard Dividend Appreciation ETF position peaked at $4.14M in Q2 2023.
2,523 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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