Joel Greenblatt's AVUV Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 6,393 shares of Avantis U.S. Small Cap Value ETF (AVUV) worth $797,591, representing 0.00% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 4 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in AVUV for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 1,912 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Avantis US Small Cap Value ETF (AVUV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Avantis US Small Cap Value ETF (AVUV) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +743 | Add 13.15% | 6,393 | $124.76 |
| Q1 2026 | +1,429 | Add 33.85% | 5,650 | $110.47 |
| Q4 2025 | +1,912 | Add 82.81% | 4,221 | $101.98 |
| Q3 2025 | +2,309 | New Buy | 2,309 | $99.53 |
Joel Greenblatt's Avantis US Small Cap Value ETF Investment FAQs
Joel Greenblatt first purchased Avantis U.S. Small Cap Value ETF (AVUV) in Q3 2025, acquiring 2,309 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Avantis U.S. Small Cap Value ETF (AVUV) for 4 quarters since Q3 2025.
Joel Greenblatt's largest addition to Avantis U.S. Small Cap Value ETF (AVUV) was in Q3 2025, adding 2,309 shares worth $229,815.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 6,393 shares of Avantis U.S. Small Cap Value ETF (AVUV), valued at approximately $797,591.
As of the Q2 2026 filing, Avantis U.S. Small Cap Value ETF (AVUV) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Avantis U.S. Small Cap Value ETF (AVUV) was 6,393 shares, as reported at the end of Q2 2026.