Jim Simons
VTV icon

Jim Simons’s Vanguard Morningstar Value ETF VTV Stock Holding History

Jim Simons’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.1M Buy
107,500
+96,500
+877% +$19.3M 0.03% 624
2025
Q4 		$2.1M Sell
11,000
-15,400
-58% -$2.9M ﹤0.01% 1829
2025
Q3 		$4.92M Buy
26,400
+16,200
+159% +$2.93M 0.01% 1507
2025
Q2 		$1.8M Sell
10,200
-12,000
-54% -$2.03M ﹤0.01% 2176
2025
Q1 		$3.83M Buy
22,200
+10,600
+91% +$1.85M 0.01% 1586
2024
Q4 		$1.96M Sell
11,600
-4,700
-29% -$825K ﹤0.01% 2063
2024
Q3 		$2.85M Buy
+16,300
New +$2.73M ﹤0.01% 1790
2023
Q4 		– Sell
-19,899
Closed -$2.75M – 4182
2023
Q3 		$2.75M Buy
+19,899
New +$2.85M ﹤0.01% 1678
2023
Q1 		– Sell
-30,200
Closed -$4.24M – 4442
2022
Q4 		$4.24M Buy
30,200
+17,700
+142% +$2.44M 0.01% 1615
2022
Q3 		$1.54M Buy
+12,500
New +$1.69M ﹤0.01% 2207
2022
Q1 		– Sell
-1,400
Closed -$206K – 4513
2021
Q4 		$206K Buy
+1,400
New +$200K ﹤0.01% 3500
2021
Q2 		– Sell
-5,300
Closed -$697K – 3810
2021
Q1 		$697K Buy
+5,300
New +$664K ﹤0.01% 2774
2020
Q4 		– Sell
-6,700
Closed -$700K – 3751
2020
Q3 		$700K Buy
+6,700
New +$702K ﹤0.01% 2690
2020
Q2 		– Sell
-10,200
Closed -$908K – 3802
2020
Q1 		$908K Buy
10,200
+7,100
+229% +$779K ﹤0.01% 2477
2019
Q4 		$372K Sell
3,100
-2,700
-47% -$312K ﹤0.01% 3004
2019
Q3 		$647K Buy
5,800
+3,200
+123% +$354K ﹤0.01% 2770
2019
Q2 		$288K Sell
2,600
-9,000
-78% -$983K ﹤0.01% 3184
2019
Q1 		$1.25M Buy
11,600
+1,600
+16% +$168K ﹤0.01% 2571
2018
Q4 		$980K Sell
10,000
-2,000
-17% -$210K ﹤0.01% 2579
2018
Q3 		$1.33M Buy
12,000
+1,100
+10% +$120K ﹤0.01% 2487
2018
Q2 		$1.13M Buy
+10,900
New +$1.14M ﹤0.01% 2554

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Jim Simons's VTV Position: Q1 2026 in Review

Jim Simons increased its Vanguard Morningstar Value ETF (VTV) stake by 877% in Q1 2026, buying an estimated $19.3M and bringing the position to 107,500 shares worth $21.1M. The position accounts for 0.03% of the portfolio, ranked #624.

Jim Simons first reported a position in VTV in Q2 2018 and has held it in 21 quarters since. 2,708 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Jim Simons held 107,500 shares of Vanguard Morningstar Value ETF worth $21.1M as of Q1 2026.
  • Jim Simons bought 96,500 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $19.3M.
  • Vanguard Morningstar Value ETF made up 0.03% of Jim Simons's portfolio in Q1 2026, its #624 holding.
  • Jim Simons first reported a position in Vanguard Morningstar Value ETF in Q2 2018 and has held it in 21 quarters since.
  • 2,708 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

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