Jim Simons
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Jim Simons’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Jim Simons’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05M Sell
3,520
-3,520
-50% -$1.1M ﹤0.01% 2247
2025
Q4 		$2.22M Sell
7,040
-1,060
-13% -$331K ﹤0.01% 1798
2025
Q3 		$2.49M Buy
8,100
+2,700
+50% +$799K ﹤0.01% 1928
2025
Q2 		$1.54M Buy
+5,400
New +$1.42M ﹤0.01% 2272
2025
Q1 		– Sell
-9,500
Closed -$2.56M – 3879
2024
Q4 		$2.56M Buy
9,500
+5,800
+157% +$1.57M ﹤0.01% 1885
2024
Q3 		$974K Sell
3,700
-2,900
-44% -$736K ﹤0.01% 2463
2024
Q2 		$1.65M Buy
+6,600
New +$1.59M ﹤0.01% 1995
2024
Q1 		– Sell
-4,700
Closed -$1.02M – 4117
2023
Q4 		$1.02M Buy
4,700
+2,700
+135% +$552K ﹤0.01% 2394
2023
Q3 		$391K Sell
2,000
-4,500
-69% -$916K ﹤0.01% 2828
2023
Q2 		$1.32M Buy
+6,500
New +$1.25M ﹤0.01% 2285
2023
Q1 		– Sell
-3,400
Closed -$592K – 4444
2022
Q4 		$592K Sell
3,400
-400
-11% -$70.2K ﹤0.01% 2854
2022
Q3 		$622K Buy
+3,800
New +$691K ﹤0.01% 2796
2022
Q2 		– Sell
-1,900
Closed -$396K – 4612
2022
Q1 		$396K Sell
1,900
-2,800
-60% -$575K ﹤0.01% 3330
2021
Q4 		$1.04M Sell
4,700
-9,900
-68% -$2.12M ﹤0.01% 2614
2021
Q3 		$2.93M Buy
14,600
+11,400
+356% +$2.36M ﹤0.01% 1799
2021
Q2 		$642K Buy
3,200
+2,100
+191% +$410K ﹤0.01% 2865
2021
Q1 		$204K Buy
+1,100
New +$199K ﹤0.01% 3142
2020
Q4 		– Sell
-8,400
Closed -$1.31M – 3753
2020
Q3 		$1.31M Buy
+8,400
New +$1.3M ﹤0.01% 2361
2020
Q2 		– Sell
-4,900
Closed -$580K – 3804
2020
Q1 		$580K Sell
4,900
-2,600
-35% -$365K ﹤0.01% 2687
2019
Q4 		$1.11M Buy
+7,500
New +$1.06M ﹤0.01% 2581
2018
Q3 		– Sell
-3,100
Closed -$387K – 3593
2018
Q2 		$387K Buy
+3,100
New +$385K ﹤0.01% 2906

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jim Simons's VV Position: Q1 2026 in Review

Jim Simons reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 50% in Q1 2026, selling an estimated $1.1M and leaving 3,520 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

Jim Simons first reported a position in VV in Q2 2018 and has held it in 21 quarters since. The position peaked at $2.93M in Q3 2021. 1,313 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Jim Simons held 3,520 shares of Vanguard Morningstar Large-Cap ETF worth $1.05M as of Q1 2026.
  • Jim Simons sold 3,520 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $1.1M.
  • Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2247 holding.
  • Jim Simons first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2018 and has held it in 21 quarters since.
  • Jim Simons's Vanguard Morningstar Large-Cap ETF position peaked at $2.93M in Q3 2021.
  • 1,313 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

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