Jim Simons
VTEB icon

Jim Simons’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Jim Simons’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.1M Buy
442,400
+231,146
+109% +$11.7M 0.03% 611
2025
Q4 		$10.6M Sell
211,254
-462,646
-69% -$23.3M 0.02% 887
2025
Q3 		$33.7M Sell
673,900
-376,900
-36% -$18.5M 0.04% 490
2025
Q2 		$51.5M Buy
1,050,800
+775,900
+282% +$37.9M 0.07% 331
2025
Q1 		$13.6M Sell
274,900
-219,300
-44% -$11M 0.02% 846
2024
Q4 		$24.8M Sell
494,200
-375,100
-43% -$19M 0.04% 565
2024
Q3 		$44.4M Buy
869,300
+271,646
+45% +$13.8M 0.07% 358
2024
Q2 		$29.9M Sell
597,654
-212,146
-26% -$10.6M 0.05% 440
2024
Q1 		$41M Sell
809,800
-638,295
-44% -$32.4M 0.06% 364
2023
Q4 		$73.9M Buy
1,448,095
+1,441,022
+20,374% +$70.7M 0.11% 208
2023
Q3 		$340K Sell
7,073
-366,827
-98% -$18.2M ﹤0.01% 2874
2023
Q2 		$18.8M Sell
373,900
-151,200
-29% -$7.6M 0.03% 708
2023
Q1 		$26.6M Buy
525,100
+502,100
+2,183% +$25.2M 0.04% 582
2022
Q4 		$1.14M Buy
+23,000
New +$1.12M ﹤0.01% 2456
2022
Q3 		– Sell
-397,200
Closed -$19.8M – 4449
2022
Q2 		$19.8M Buy
397,200
+388,100
+4,265% +$19.5M 0.02% 737
2022
Q1 		$469K Sell
9,100
-2,215
-20% -$118K ﹤0.01% 3237
2021
Q4 		$621K Buy
+11,315
New +$620K ﹤0.01% 2973
2021
Q3 		– Sell
-116,617
Closed -$6.45M – 3879
2021
Q2 		$6.45M Buy
+116,617
New +$6.43M 0.01% 1477
2021
Q1 		– Sell
-176,500
Closed -$9.74M – 3747
2020
Q4 		$9.74M Buy
+176,500
New +$9.64M 0.01% 1190
2020
Q3 		– Sell
-239,395
Closed -$13M – 3723
2020
Q2 		$13M Buy
+239,395
New +$12.8M 0.01% 1071

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jim Simons's VTEB Position: Q1 2026 in Review

Jim Simons increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 109% in Q1 2026, buying an estimated $11.7M and bringing the position to 442,400 shares worth $22.1M. The position accounts for 0.03% of the portfolio, ranked #611.

Jim Simons first reported a position in VTEB in Q2 2020 and has held it in 20 quarters since. The position peaked at $73.9M in Q4 2023. 1,351 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Jim Simons held 442,400 shares of Vanguard Tax-Exempt Bond Index Fund worth $22.1M as of Q1 2026.
  • Jim Simons bought 231,146 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $11.7M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Jim Simons's portfolio in Q1 2026, its #611 holding.
  • Jim Simons first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 20 quarters since.
  • Jim Simons's Vanguard Tax-Exempt Bond Index Fund position peaked at $73.9M in Q4 2023.
  • 1,351 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

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