Joel Greenblatt's VUG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 948,861 shares of Vanguard Morningstar Growth ETF (VUG) worth $81.73 M, representing 0.19% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in VUG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 806,475 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Vanguard Morningstar Growth ETF (VUG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Vanguard Morningstar Growth ETF (VUG) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +806,475 | Add 566.40% | 948,861 | $86.14 |
| Q1 2026 | +49,936 | Add 54.01% | 142,386 | $436.79 |
| Q4 2025 | +9,550 | Add 11.52% | 92,450 | $487.86 |
| Q3 2025 | +12,111 | Add 17.11% | 82,900 | $479.61 |
| Q2 2025 | +13,247 | Add 23.02% | 70,789 | $438.40 |
| Q1 2025 | +15,958 | Add 38.38% | 57,542 | $370.82 |
| Q4 2024 | +8,507 | Add 25.72% | 41,584 | $410.44 |
| Q3 2024 | +4,258 | Add 14.77% | 33,077 | $383.93 |
| Q2 2024 | +6,597 | Add 29.69% | 28,819 | $374.01 |
| Q1 2024 | +3,885 | Add 21.19% | 22,222 | $344.20 |
| Q4 2023 | +4,165 | Add 29.39% | 18,337 | $310.88 |
| Q3 2023 | +282 | Add 2.03% | 14,172 | $272.31 |
| Q2 2023 | +13,890 | New Buy | 13,890 | $282.96 |
Joel Greenblatt's Vanguard Morningstar Growth ETF Investment FAQs
Joel Greenblatt first purchased Vanguard Morningstar Growth ETF (VUG) in Q2 2023, acquiring 13,890 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 Growth ETF (VUG) for 13 quarters since Q2 2023.
Joel Greenblatt's largest addition to Vanguard Morningstar Growth ETF (VUG) was in Q2 2026, adding 948,861 shares worth $81.73 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 948,861 shares of Vanguard Morningstar Growth ETF (VUG), valued at approximately $81.73 M.
As of the Q2 2026 filing, Vanguard Morningstar Growth ETF (VUG) represents approximately 0.19% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Vanguard Morningstar Growth ETF (VUG) was 948,861 shares, as reported at the end of Q2 2026.