Joel Greenblatt’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Joel Greenblatt’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.6M	Hold	12,246	–	–	﹤0.01%	1221
2026 Q1	$1.4M	Hold	12,246	–	–	﹤0.01%	1212
2025 Q4	$1.37M	Buy	12,246 +8,811	+257%	+$977K	0.01%	1157
2025 Q3	$379K	Hold	3,435	–	–	﹤0.01%	1453
2025 Q2	$361K	Hold	3,435	–	–	﹤0.01%	1410
2025 Q1	$339K	Hold	3,435	–	–	﹤0.01%	1330
2024 Q4	$362K	Hold	3,435	–	–	﹤0.01%	1216
2024 Q3	$363K	Buy	+3,435	New	+$351K	﹤0.01%	1182

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Joel Greenblatt's IVOO Position: Q2 2026 in Review

Joel Greenblatt held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 12,246 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Joel Greenblatt first reported a position in IVOO in Q3 2024 and has held it in 8 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Joel Greenblatt held 12,246 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.6M as of Q2 2026.
Joel Greenblatt left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1221 holding.
Joel Greenblatt first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2024 and has held it in 8 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.