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Joel Greenblatt’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Joel Greenblatt’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$922K Buy
6,707
+462
+7% +$58.6K ﹤0.01% 1381
2026
Q1 		$717K Buy
6,245
+514
+9% +$60.3K ﹤0.01% 1403
2025
Q4 		$636K Buy
5,731
+883
+18% +$98.2K ﹤0.01% 1375
2025
Q3 		$536K Buy
4,848
+558
+13% +$59.5K ﹤0.01% 1366
2025
Q2 		$434K Buy
4,290
+622
+17% +$59.4K ﹤0.01% 1364
2025
Q1 		$354K Buy
3,668
+209
+6% +$21.7K ﹤0.01% 1324
2024
Q4 		$367K Hold
3,459
– – ﹤0.01% 1211
2024
Q3 		$374K Buy
+3,459
New +$360K ﹤0.01% 1175

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Joel Greenblatt's VIOO Position: Q2 2026 in Review

Joel Greenblatt increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 7.4% in Q2 2026, buying an estimated $58.6K and bringing the position to 6,707 shares worth $922K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Joel Greenblatt first reported a position in VIOO in Q3 2024 and has held it in 8 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Joel Greenblatt held 6,707 shares of Vanguard S&P Small-Cap 600 ETF worth $922K as of Q2 2026.
  • Joel Greenblatt bought 462 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $58.6K.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1381 holding.
  • Joel Greenblatt first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2024 and has held it in 8 quarters since.
  • 406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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