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Joel Greenblatt’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Joel Greenblatt’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.48M Hold
117,712
– – 0.02% 810
2026
Q1 		$8.45M Buy
117,712
+37,180
+46% +$2.76M 0.03% 734
2025
Q4 		$5.84M Buy
80,532
+22,684
+39% +$1.65M 0.02% 781
2025
Q3 		$4.25M Buy
57,848
+26,420
+84% +$1.9M 0.02% 819
2025
Q2 		$2.2M Hold
31,428
– – 0.01% 909
2025
Q1 		$2.03M Buy
31,428
+17,488
+125% +$1.17M 0.02% 797
2024
Q4 		$920K Sell
13,940
-1,704
-11% -$116K 0.01% 946
2024
Q3 		$1.03M Buy
15,644
+2,368
+18% +$149K 0.01% 900
2024
Q2 		$804K Buy
13,276
+9,100
+218% +$553K 0.01% 950
2024
Q1 		$261K Buy
+4,176
New +$247K ﹤0.01% 1220

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Joel Greenblatt's VO Position: Q2 2026 in Review

Joel Greenblatt held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 117,712 shares worth $9.48M. The position accounts for 0.02% of the portfolio, ranked #810.

Joel Greenblatt first reported a position in VO in Q1 2024 and has held it in 10 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Joel Greenblatt held 117,712 shares of Vanguard Morningstar Mid-Cap ETF worth $9.48M as of Q2 2026.
  • Joel Greenblatt left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Joel Greenblatt's portfolio in Q2 2026, its #810 holding.
  • Joel Greenblatt first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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