Jim Simons
VPU icon

Jim Simons’s Vanguard Utilities ETF VPU Stock Holding History

Jim Simons’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,800
Closed -$1.15M – 3648
2026
Q1 		$1.15M Buy
+5,800
New +$1.13M ﹤0.01% 2194
2025
Q3 		– Sell
-12,100
Closed -$2.14M – 3977
2025
Q2 		$2.14M Buy
+12,100
New +$2.09M ﹤0.01% 2067
2025
Q1 		– Sell
-4,300
Closed -$703K – 3873
2024
Q4 		$703K Buy
+4,300
New +$736K ﹤0.01% 2682
2024
Q3 		– Sell
-1,800
Closed -$266K – 3928
2024
Q2 		$266K Buy
+1,800
New +$268K ﹤0.01% 2954
2024
Q1 		– Sell
-14,100
Closed -$1.93M – 4113
2023
Q4 		$1.93M Buy
+14,100
New +$1.86M ﹤0.01% 1965
2023
Q3 		– Sell
-4,900
Closed -$697K – 4148
2023
Q2 		$697K Sell
4,900
-3,000
-38% -$439K ﹤0.01% 2699
2023
Q1 		$1.16M Buy
+7,900
New +$1.17M ﹤0.01% 2378
2022
Q4 		– Sell
-12,600
Closed -$1.79M – 4447
2022
Q3 		$1.79M Buy
12,600
+4,200
+50% +$669K ﹤0.01% 2087
2022
Q2 		$1.28M Sell
8,400
-5,200
-38% -$818K ﹤0.01% 2538
2022
Q1 		$2.2M Buy
13,600
+5,500
+68% +$832K ﹤0.01% 2170
2021
Q4 		$1.27M Buy
+8,100
New +$1.19M ﹤0.01% 2476
2021
Q3 		– Sell
-2,900
Closed -$402K – 3874
2021
Q2 		$402K Buy
+2,900
New +$416K ﹤0.01% 3047
2018
Q2 		– Sell
-3,100
Closed -$347K – 3553
2018
Q1 		$347K Buy
+3,100
New +$342K ﹤0.01% 3022

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jim Simons's VPU Position: Q2 2026 in Review

Jim Simons sold out of Vanguard Utilities ETF (VPU) in Q2 2026, closing a stake of 5,800 shares — an estimated $1.15M sold.

Jim Simons first reported a position in VPU in Q1 2018 and held it in 13 quarters. The position peaked at $2.2M in Q1 2022. 698 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Jim Simons reported no remaining Vanguard Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Jim Simons sold 5,800 Vanguard Utilities ETF shares in Q2 2026, an estimated $1.15M.
  • Jim Simons first reported a position in Vanguard Utilities ETF in Q1 2018 and held it in 13 quarters.
  • Jim Simons's Vanguard Utilities ETF position peaked at $2.2M in Q1 2022.
  • 698 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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