Joel Greenblatt's VBR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 6,418 shares of Vanguard Morningstar Small-Cap Value ETF (VBR) worth $1.56 M, representing 0.00% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in VBR, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 5,847 shares. Largest reduction occurred in Q3 2025, reducing 10,175 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Vanguard Morningstar Small-Cap Value ETF (VBR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Vanguard Morningstar Small-Cap Value ETF (VBR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +571 | Add 9.77% | 6,418 | $242.99 |
| Q1 2026 | +5,847 | New Buy | 5,847 | $217.25 |
| Q3 2025 | -10,175 | Sold Out | 0 | $0.00 |
| Q2 2024 | -2,250 | Reduce 18.11% | 10,175 | $182.52 |
| Q1 2024 | +685 | Add 5.83% | 12,425 | $191.88 |
| Q3 2023 | -374 | Reduce 3.09% | 11,740 | $159.49 |
| Q2 2023 | +12,114 | New Buy | 12,114 | $165.40 |
Joel Greenblatt's Vanguard Morningstar Small-Cap Value ETF Investment FAQs
Joel Greenblatt first purchased Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2023, acquiring 12,114 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 Value ETF (VBR) for 12 quarters since Q2 2023.
Joel Greenblatt's largest addition to Vanguard Morningstar Small-Cap Value ETF (VBR) was in Q2 2023, adding 12,114 shares worth $2 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 6,418 shares of Vanguard Morningstar Small-Cap Value ETF (VBR), valued at approximately $1.56 M.
As of the Q2 2026 filing, Vanguard Morningstar Small-Cap Value ETF (VBR) 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 Morningstar Small-Cap Value ETF (VBR) was 12,425 shares, as reported at the end of Q1 2024.