Joel Greenblatt's VO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 117,712 shares of Vanguard Morningstar Mid-Cap ETF (VO) worth $9.48 M, representing 0.02% of the portfolio. First purchased in 2024-Q1, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in VO, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 88,284 shares. Largest reduction occurred in Q4 2024, reducing 426 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Vanguard Morningstar Mid-Cap ETF (VO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Vanguard Morningstar Mid-Cap ETF (VO) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +88,284 | Add 300.00% | 117,712 | $80.57 |
| Q1 2026 | +9,295 | Add 46.17% | 29,428 | $287.18 |
| Q4 2025 | +5,671 | Add 39.21% | 20,133 | $290.22 |
| Q3 2025 | +6,605 | Add 84.07% | 14,462 | $293.74 |
| Q1 2025 | +4,372 | Add 125.45% | 7,857 | $258.62 |
| Q4 2024 | -426 | Reduce 10.89% | 3,485 | $264.13 |
| Q3 2024 | +592 | Add 17.84% | 3,911 | $263.83 |
| Q2 2024 | +2,275 | Add 217.91% | 3,319 | $242.10 |
| Q1 2024 | +1,044 | New Buy | 1,044 | $249.86 |
Joel Greenblatt's Vanguard Morningstar Mid-Cap ETF Investment FAQs
Joel Greenblatt first purchased Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2024, acquiring 1,044 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 Mid-Cap ETF (VO) for 10 quarters since Q1 2024.
Joel Greenblatt's largest addition to Vanguard Morningstar Mid-Cap ETF (VO) was in Q2 2026, adding 117,712 shares worth $9.48 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 117,712 shares of Vanguard Morningstar Mid-Cap ETF (VO), valued at approximately $9.48 M.
As of the Q2 2026 filing, Vanguard Morningstar Mid-Cap ETF (VO) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Vanguard Morningstar Mid-Cap ETF (VO) was 117,712 shares, as reported at the end of Q2 2026.