Joel Greenblatt’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Joel Greenblatt’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.5M	Sell	65,571 -21,537	-25%	-$4.95M	0.04%	670
2026 Q1	$18.7M	Buy	87,108 +4,316	+5%	+$962K	0.06%	476
2025 Q4	$18.2M	Buy	82,792 +31,272	+61%	+$6.83M	0.07%	425
2025 Q3	$11.1M	Hold	51,520	–	–	0.05%	539
2025 Q2	$10.5M	Buy	51,520 +2,574	+5%	+$499K	0.06%	457
2025 Q1	$9.5M	Buy	48,946 +28,287	+137%	+$5.62M	0.08%	354
2024 Q4	$4.05M	Buy	+20,659	New	+$4.12M	0.04%	556

Other funds holding VIG

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Joel Greenblatt's VIG Position: Q2 2026 in Review

Joel Greenblatt reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 25% in Q2 2026, selling an estimated $4.95M and leaving 65,571 shares worth $15.5M. The position accounts for 0.04% of the portfolio, ranked #670.

Joel Greenblatt first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.7M in Q1 2026. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Joel Greenblatt held 65,571 shares of Vanguard Dividend Appreciation ETF worth $15.5M as of Q2 2026.
Joel Greenblatt sold 21,537 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $4.95M.
Vanguard Dividend Appreciation ETF made up 0.04% of Joel Greenblatt's portfolio in Q2 2026, its #670 holding.
Joel Greenblatt first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Joel Greenblatt's Vanguard Dividend Appreciation ETF position peaked at $18.7M in Q1 2026.
2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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