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

Joel Greenblatt’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.56M	Buy	6,418 +571	+10%	+$133K	﹤0.01%	1232
2026 Q1	$1.27M	Buy	+5,847	New	+$1.31M	﹤0.01%	1242
2025 Q3	–	Sell	-10,175	Closed	-$1.98M	–	1827
2025 Q2	$1.98M	Hold	10,175	–	–	0.01%	933
2025 Q1	$1.9M	Hold	10,175	–	–	0.02%	817
2024 Q4	$2.02M	Hold	10,175	–	–	0.02%	719
2024 Q3	$2.04M	Hold	10,175	–	–	0.02%	719
2024 Q2	$1.86M	Sell	10,175 -2,250	-18%	-$416K	0.02%	704
2024 Q1	$2.38M	Buy	12,425 +685	+6%	+$124K	0.04%	604
2023 Q4	$2.11M	Hold	11,740	–	–	0.04%	585
2023 Q3	$1.87M	Sell	11,740 -374	-3%	-$62.5K	0.04%	566
2023 Q2	$2M	Buy	+12,114	New	+$1.91M	0.04%	541

Other funds holding VBR

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Joel Greenblatt's VBR Position: Q2 2026 in Review

Joel Greenblatt increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 9.8% in Q2 2026, buying an estimated $133K and bringing the position to 6,418 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Joel Greenblatt first reported a position in VBR in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.38M in Q1 2024. 1,758 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Joel Greenblatt held 6,418 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.56M as of Q2 2026.
Joel Greenblatt bought 571 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $133K.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1232 holding.
Joel Greenblatt first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2023 and has held it in 11 quarters since.
Joel Greenblatt's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.38M in Q1 2024.
1,758 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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