Jim Simons
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Jim Simons’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Jim Simons’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.5M Sell
93,080
-24,520
-21% -$1.9M 0.01% 1216
2026
Q1 		$8.44M Buy
117,600
+97,280
+479% +$7.23M 0.01% 1062
2025
Q4 		$1.47M Sell
20,320
-33,680
-62% -$2.45M ﹤0.01% 2057
2025
Q3 		$3.97M Sell
54,000
-28,400
-34% -$2.04M 0.01% 1632
2025
Q2 		$5.76M Buy
82,400
+57,600
+232% +$3.78M 0.01% 1436
2025
Q1 		$1.6M Sell
24,800
-129,600
-84% -$8.7M ﹤0.01% 2136
2024
Q4 		$10.2M Buy
154,400
+142,000
+1,145% +$9.6M 0.02% 1000
2024
Q3 		$818K Buy
+12,400
New +$779K ﹤0.01% 2565
2023
Q4 		– Sell
-62,400
Closed -$3.25M – 4170
2023
Q3 		$3.25M Buy
62,400
+56,000
+875% +$3.07M 0.01% 1552
2023
Q2 		$352K Buy
+6,400
New +$336K ﹤0.01% 3061
2023
Q1 		– Sell
-10,800
Closed -$550K – 4432
2022
Q4 		$550K Sell
10,800
-48,800
-82% -$2.49M ﹤0.01% 2904
2022
Q3 		$2.8M Buy
59,600
+47,200
+381% +$2.47M ﹤0.01% 1804
2022
Q2 		$611K Buy
+12,400
New +$670K ﹤0.01% 3035
2021
Q4 		– Sell
-48,000
Closed -$2.84M – 4251
2021
Q3 		$2.84M Buy
+48,000
New +$2.9M ﹤0.01% 1829
2021
Q2 		– Sell
-45,200
Closed -$2.5M – 3799
2021
Q1 		$2.5M Buy
+45,200
New +$2.45M ﹤0.01% 2077
2020
Q4 		– Sell
-26,400
Closed -$1.16M – 3745
2020
Q3 		$1.16M Sell
26,400
-22,400
-46% -$976K ﹤0.01% 2437
2020
Q2 		$2M Buy
48,800
+40,400
+481% +$1.55M ﹤0.01% 2187
2020
Q1 		$276K Buy
+8,400
New +$348K ﹤0.01% 3008
2019
Q3 		– Sell
-6,400
Closed -$267K – 3726
2019
Q2 		$267K Buy
+6,400
New +$262K ﹤0.01% 3218
2018
Q4 		– Sell
-10,000
Closed -$410K – 3638
2018
Q3 		$410K Sell
10,000
-2,800
-22% -$114K ﹤0.01% 2915
2018
Q2 		$504K Sell
12,800
-2,000
-14% -$78.5K ﹤0.01% 2829
2018
Q1 		$571K Buy
+14,800
New +$583K ﹤0.01% 2866

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jim Simons's VO Position: Q2 2026 in Review

Jim Simons reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 21% in Q2 2026, selling an estimated $1.9M and leaving 93,080 shares worth $7.5M. The position accounts for 0.01% of the portfolio, ranked #1216.

Jim Simons first reported a position in VO in Q1 2018 and has held it in 22 quarters since. The position peaked at $10.2M in Q4 2024. 2,496 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Jim Simons held 93,080 shares of Vanguard Morningstar Mid-Cap ETF worth $7.5M as of Q2 2026.
  • Jim Simons sold 24,520 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.9M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Jim Simons's portfolio in Q2 2026, its #1216 holding.
  • Jim Simons first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and has held it in 22 quarters since.
  • Jim Simons's Vanguard Morningstar Mid-Cap ETF position peaked at $10.2M in Q4 2024.
  • 2,496 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.