Joel Greenblatt's VIG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 51,520 shares of Vanguard Dividend Appreciation ETF (VIG) worth $11.12 M, representing 0.05% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 4 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 Q1 2025, adding 28,287 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 2024 | +20,659 | New Buy | 20,659 | $195.83 |
| Q1 2025 | +28,287 | Add 136.92% | 48,946 | $193.99 |
| Q2 2025 | +2,574 | Add 5.26% | 51,520 | $204.67 |
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 4 quarters since Q4 2024.
Joel Greenblatt's largest addition to Vanguard Dividend Appreciation ETF (VIG) was in Q1 2025, adding 48,946 shares worth $9.5 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 51,520 shares of Vanguard Dividend Appreciation ETF (VIG), valued at approximately $11.12 M.
As of the Q3 2025 filing, Vanguard Dividend Appreciation ETF (VIG) represents approximately 0.05% 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 51,520 shares, as reported at the end of Q2 2025.