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Joel Greenblatt’s VIG Holdings & Trades

First Buy
Q4 2024
Duration Held
5 Quarters
Largest Add
Q4 2025
+31,272 Shares
Current Position
82,792 Shares
$18.2 M Value

Joel Greenblatt's VIG Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 82,792 shares of Vanguard Dividend Appreciation ETF (VIG) worth $18.2 M, representing 0.07% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 5 quarters.

Based on 13F filings, Joel Greenblatt has maintained this position in VIG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 31,272 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Vanguard Dividend Appreciation ETF (VIG) Holding Value Over Time

Track share changes against reported price movement

Quarterly Vanguard Dividend Appreciation ETF (VIG) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +31,272 Add 60.70% 82,792 $219.78
Q2 2025 +2,574 Add 5.26% 51,520 $204.67
Q1 2025 +28,287 Add 136.92% 48,946 $193.99
Q4 2024 +20,659 New Buy 20,659 $195.83

Joel Greenblatt's Vanguard Dividend Appreciation ETF Investment FAQs

Joel Greenblatt first purchased Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, acquiring 20,659 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 Dividend Appreciation ETF (VIG) for 5 quarters since Q4 2024.

Joel Greenblatt's largest addition to Vanguard Dividend Appreciation ETF (VIG) was in Q4 2025, adding 82,792 shares worth $18.2 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 82,792 shares of Vanguard Dividend Appreciation ETF (VIG), valued at approximately $18.2 M.

As of the Q4 2025 filing, Vanguard Dividend Appreciation ETF (VIG) represents approximately 0.07% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Vanguard Dividend Appreciation ETF (VIG) was 82,792 shares, as reported at the end of Q4 2025.