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 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	$1.17M	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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jim Simons's VPU Position: Q1 2026 in Review

Jim Simons opened a new position in Vanguard Utilities ETF (VPU) in Q1 2026: 5,800 shares worth $1.15M. The stake represents ﹤0.01% of the portfolio and ranks #2194 among its holdings. This is a return to the name: Jim Simons previously reported a position in VPU as recently as Q2 2025.

Jim Simons first reported a position in VPU in Q1 2018 and has held it in 13 quarters since. The position peaked at $2.2M in Q1 2022. 674 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Jim Simons held 5,800 shares of Vanguard Utilities ETF worth $1.15M as of Q1 2026.
Vanguard Utilities ETF was a new Jim Simons position in Q1 2026.
Vanguard Utilities ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2194 holding.
Jim Simons first reported a position in Vanguard Utilities ETF in Q1 2018 and has held it in 13 quarters since.
Jim Simons's Vanguard Utilities ETF position peaked at $2.2M in Q1 2022.
674 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

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