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Joel Greenblatt’s VUG Holdings & Trades

First Buy
Q2 2023
Duration Held
12 Quarters
Largest Add
Q1 2026
+49,936 Shares
Current Position
142,386 Shares
$62.19 M Value

Joel Greenblatt's VUG Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 142,386 shares of Vanguard Growth ETF (VUG) worth $62.19 M, representing 0.19% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 12 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in VUG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 49,936 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Vanguard Growth ETF (VUG) Holding Value Over Time

Track share changes against reported price movement

Quarterly Vanguard Growth ETF (VUG) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
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 Growth ETF Investment FAQs

Joel Greenblatt first purchased Vanguard 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 Growth ETF (VUG) for 12 quarters since Q2 2023.

Joel Greenblatt's largest addition to Vanguard Growth ETF (VUG) was in Q1 2026, adding 142,386 shares worth $62.19 M.

According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 142,386 shares of Vanguard Growth ETF (VUG), valued at approximately $62.19 M.

As of the Q1 2026 filing, Vanguard 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 Growth ETF (VUG) was 142,386 shares, as reported at the end of Q1 2026.