Joel Greenblatt's VB Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 39,553 shares of Vanguard Morningstar Small-Cap ETF (VB) worth $11.99 M, representing 0.03% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 7 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in VB for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 9,326 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Vanguard Morningstar Small-Cap ETF (VB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Vanguard Morningstar Small-Cap ETF (VB) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +343 | Add 0.87% | 39,553 | $303.12 |
| Q1 2026 | +6,163 | Add 18.65% | 39,210 | $261.92 |
| Q4 2025 | +9,326 | Add 39.32% | 33,047 | $257.95 |
| Q3 2025 | +4,001 | Add 20.29% | 23,721 | $254.28 |
| Q2 2025 | +9,213 | Add 87.68% | 19,720 | $236.98 |
| Q1 2025 | +8,243 | Add 364.09% | 10,507 | $221.75 |
| Q4 2024 | +2,264 | New Buy | 2,264 | $240.28 |
Joel Greenblatt's Vanguard Morningstar Small-Cap ETF Investment FAQs
Joel Greenblatt first purchased Vanguard Morningstar Small-Cap ETF (VB) in Q4 2024, acquiring 2,264 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 Small-Cap ETF (VB) for 7 quarters since Q4 2024.
Joel Greenblatt's largest addition to Vanguard Morningstar Small-Cap ETF (VB) was in Q4 2025, adding 33,047 shares worth $8.52 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 39,553 shares of Vanguard Morningstar Small-Cap ETF (VB), valued at approximately $11.99 M.
As of the Q2 2026 filing, Vanguard Morningstar Small-Cap ETF (VB) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Vanguard Morningstar Small-Cap ETF (VB) was 39,553 shares, as reported at the end of Q2 2026.