Joel Greenblatt's MGV Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 25,185 shares of Vanguard Morningstar Mega Cap Value ETF (MGV) worth $4.12 M, representing 0.01% of the portfolio. First purchased in 2023-Q4, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in MGV, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 13,625 shares. Largest reduction occurred in Q1 2024, reducing 525 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Vanguard Morningstar Mega Cap Value ETF (MGV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Vanguard Morningstar Mega Cap Value ETF (MGV) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +13,625 | Add 117.86% | 25,185 | $163.45 |
| Q1 2026 | -417 | Reduce 3.48% | 11,560 | $144.95 |
| Q3 2025 | +58 | Add 0.49% | 11,977 | $137.74 |
| Q2 2025 | +753 | Add 6.74% | 11,919 | $131.20 |
| Q4 2024 | -187 | Reduce 1.65% | 11,166 | $124.91 |
| Q3 2024 | -24 | Reduce 0.21% | 11,353 | $128.28 |
| Q2 2024 | +60 | Add 0.53% | 11,377 | $118.50 |
| Q1 2024 | -525 | Reduce 4.43% | 11,317 | $119.51 |
| Q4 2023 | +11,842 | New Buy | 11,842 | $109.37 |
Joel Greenblatt's Vanguard Morningstar Mega Cap Value ETF Investment FAQs
Joel Greenblatt first purchased Vanguard Morningstar Mega Cap Value ETF (MGV) in Q4 2023, acquiring 11,842 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 Morningstar Mega Cap Value ETF (MGV) for 11 quarters since Q4 2023.
Joel Greenblatt's largest addition to Vanguard Morningstar Mega Cap Value ETF (MGV) was in Q2 2026, adding 25,185 shares worth $4.12 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 25,185 shares of Vanguard Morningstar Mega Cap Value ETF (MGV), valued at approximately $4.12 M.
As of the Q2 2026 filing, Vanguard Morningstar Mega Cap Value ETF (MGV) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Vanguard Morningstar Mega Cap Value ETF (MGV) was 25,185 shares, as reported at the end of Q2 2026.