Joel Greenblatt's VTEC Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 39,612 shares of Vanguard California Tax-Exempt Bond ETF (VTEC) worth $3.92 M, representing 0.01% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 5 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in VTEC for several quarters, showing initial confidence in the investment.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Vanguard California Tax-Exempt Bond ETF (VTEC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Vanguard California Tax-Exempt Bond ETF (VTEC) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +39,612 | New Buy | 39,612 | $98.40 |
Joel Greenblatt's Vanguard California Tax-Exempt Bond ETF Investment FAQs
Joel Greenblatt first purchased Vanguard California Tax-Exempt Bond ETF (VTEC) in Q1 2025, acquiring 39,612 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 California Tax-Exempt Bond ETF (VTEC) for 5 quarters since Q1 2025.
Joel Greenblatt's largest addition to Vanguard California Tax-Exempt Bond ETF (VTEC) was in Q1 2025, adding 39,612 shares worth $3.9 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 39,612 shares of Vanguard California Tax-Exempt Bond ETF (VTEC), valued at approximately $3.92 M.
As of the Q1 2026 filing, Vanguard California Tax-Exempt Bond ETF (VTEC) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Vanguard California Tax-Exempt Bond ETF (VTEC) was 39,612 shares, as reported at the end of Q1 2025.