Jim Simons’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Jim Simons’s Portfolio VIOV Stock Details VIOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,523	Closed	-$329K	–	3866
2024 Q4	$329K	Buy	+3,523	New	+$336K	﹤0.01%	3002
2024 Q3	–	Sell	-4,000	Closed	-$335K	–	3922
2024 Q2	$335K	Buy	+4,000	New	+$339K	﹤0.01%	2864
2023 Q3	–	Sell	-2,700	Closed	-$222K	–	4143
2023 Q2	$222K	Sell	2,700 -2,900	-52%	-$229K	﹤0.01%	3261
2023 Q1	$452K	Buy	5,600 +3,000	+115%	+$253K	﹤0.01%	2937
2022 Q4	$204K	Sell	2,600 -1,000	-28%	-$79.7K	﹤0.01%	3410
2022 Q3	$257K	Sell	3,600 -400	-10%	-$32K	﹤0.01%	3273
2022 Q2	$308K	Buy	4,000 +1,600	+67%	+$133K	﹤0.01%	3445
2022 Q1	$213K	Buy	+2,400	New	+$211K	﹤0.01%	3623
2021 Q3	–	Sell	-9,600	Closed	-$875K	–	3868
2021 Q2	$875K	Buy	+9,600	New	+$868K	﹤0.01%	2728

Other funds holding VIOV

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Jim Simons's VIOV Position: Q1 2025 in Review

Jim Simons sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2025, closing a stake of 3,523 shares — an estimated $329K sold.

Jim Simons first reported a position in VIOV in Q2 2021 and held it in 9 quarters. The position peaked at $875K in Q2 2021. 179 funds tracked by Wall St. Rank hold VIOV as of Q1 2025.

Jim Simons reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
Jim Simons sold 3,523 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $329K.
Jim Simons first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2021 and held it in 9 quarters.
Jim Simons's Vanguard S&P Small-Cap 600 Value ETF position peaked at $875K in Q2 2021.
179 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2025.

Based on Renaissance Technologies's 13F filing for Q1 2025, filed 14 May 2025.