Joel Greenblatt's IVOO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 12,246 shares of Vanguard S&P Mid-Cap 400 ETF (IVOO) worth $1.4 M, representing 0.00% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 7 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in IVOO for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 8,811 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Vanguard S&P Mid-Cap 400 ETF (IVOO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Vanguard S&P Mid-Cap 400 ETF (IVOO) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +8,811 | Add 256.51% | 12,246 | $111.80 |
| Q3 2024 | +3,435 | New Buy | 3,435 | $105.63 |
Joel Greenblatt's Vanguard S&P Mid-Cap 400 ETF Investment FAQs
Joel Greenblatt first purchased Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2024, acquiring 3,435 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 Vanguard S&P Mid-Cap 400 ETF (IVOO) for 7 quarters since Q3 2024.
Joel Greenblatt's largest addition to Vanguard S&P Mid-Cap 400 ETF (IVOO) was in Q4 2025, adding 12,246 shares worth $1.37 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 12,246 shares of Vanguard S&P Mid-Cap 400 ETF (IVOO), valued at approximately $1.4 M.
As of the Q1 2026 filing, Vanguard S&P Mid-Cap 400 ETF (IVOO) 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 Vanguard S&P Mid-Cap 400 ETF (IVOO) was 12,246 shares, as reported at the end of Q4 2025.