Jim Simons
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Jim Simons’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Jim Simons’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.6M Buy
159,120
+152,160
+2,186% +$11.8M 0.02% 901
2025
Q4 		$566K Buy
6,960
+3,384
+95% +$275K ﹤0.01% 2528
2025
Q3 		$286K Sell
3,576
-10,224
-74% -$781K ﹤0.01% 3017
2025
Q2 		$1.01M Sell
13,800
-76,200
-85% -$5.02M ﹤0.01% 2514
2025
Q1 		$5.56M Buy
90,000
+6,000
+7% +$405K 0.01% 1366
2024
Q4 		$5.75M Buy
+84,000
New +$5.64M 0.01% 1357
2023
Q2 		– Sell
-20,400
Closed -$848K – 4298
2023
Q1 		$848K Buy
20,400
+6,600
+48% +$257K ﹤0.01% 2579
2022
Q4 		$490K Sell
13,800
-22,800
-62% -$839K ﹤0.01% 2956
2022
Q3 		$1.3M Buy
36,600
+21,000
+135% +$844K ﹤0.01% 2331
2022
Q2 		$580K Buy
+15,600
New +$641K ﹤0.01% 3069
2021
Q4 		– Sell
-82,200
Closed -$3.98M – 4258
2021
Q3 		$3.98M Buy
+82,200
New +$4.09M 0.01% 1608
2021
Q1 		– Sell
-17,400
Closed -$735K – 3750
2020
Q4 		$735K Sell
17,400
-54,600
-76% -$2.18M ﹤0.01% 2651
2020
Q3 		$2.73M Sell
72,000
-25,200
-26% -$930K ﹤0.01% 1934
2020
Q2 		$3.27M Buy
97,200
+54,060
+125% +$1.66M ﹤0.01% 1883
2020
Q1 		$1.13M Buy
+43,140
New +$1.29M ﹤0.01% 2370
2019
Q3 		– Sell
-28,200
Closed -$768K – 3740
2019
Q2 		$768K Buy
+28,200
New +$753K ﹤0.01% 2818
2018
Q3 		– Sell
-28,440
Closed -$710K – 3592
2018
Q2 		$710K Buy
+28,440
New +$697K ﹤0.01% 2721

Other funds holding VUG

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jim Simons's VUG Position: Q1 2026 in Review

Jim Simons increased its Vanguard Morningstar Growth ETF (VUG) stake by 2,186% in Q1 2026, buying an estimated $11.8M and bringing the position to 159,120 shares worth $11.6M. The position accounts for 0.02% of the portfolio, ranked #901.

Jim Simons first reported a position in VUG in Q2 2018 and has held it in 17 quarters since. 2,729 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Jim Simons held 159,120 shares of Vanguard Morningstar Growth ETF worth $11.6M as of Q1 2026.
  • Jim Simons bought 152,160 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $11.8M.
  • Vanguard Morningstar Growth ETF made up 0.02% of Jim Simons's portfolio in Q1 2026, its #901 holding.
  • Jim Simons first reported a position in Vanguard Morningstar Growth ETF in Q2 2018 and has held it in 17 quarters since.
  • 2,729 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

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