Joel Greenblatt’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Joel Greenblatt’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12M	Buy	39,553 +343	+0.9%	+$98.3K	0.03%	750
2026 Q1	$10.3M	Buy	39,210 +6,163	+19%	+$1.67M	0.03%	687
2025 Q4	$8.52M	Buy	33,047 +9,326	+39%	+$2.39M	0.03%	678
2025 Q3	$6.03M	Buy	23,721 +4,001	+20%	+$992K	0.03%	722
2025 Q2	$4.67M	Buy	19,720 +9,213	+88%	+$2.06M	0.03%	686
2025 Q1	$2.33M	Buy	10,507 +8,243	+364%	+$1.97M	0.02%	753
2024 Q4	$544K	Buy	+2,264	New	+$557K	0.01%	1092

Other funds holding VB

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Joel Greenblatt's VB Position: Q2 2026 in Review

Joel Greenblatt increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.87% in Q2 2026, buying an estimated $98.3K and bringing the position to 39,553 shares worth $12M. The position accounts for 0.03% of the portfolio, ranked #750.

Joel Greenblatt first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,466 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Joel Greenblatt held 39,553 shares of Vanguard Morningstar Small-Cap ETF worth $12M as of Q2 2026.
Joel Greenblatt bought 343 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $98.3K.
Vanguard Morningstar Small-Cap ETF made up 0.03% of Joel Greenblatt's portfolio in Q2 2026, its #750 holding.
Joel Greenblatt first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,466 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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