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

Joel Greenblatt’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.85M	Buy	14,439 +1,204	+9%	+$233K	0.01%	1069
2026 Q1	$2.44M	Buy	13,235 +7,781	+143%	+$1.45M	0.01%	1052
2025 Q4	$967K	Buy	5,454 +864	+19%	+$151K	﹤0.01%	1268
2025 Q3	$801K	Buy	4,590 +887	+24%	+$151K	﹤0.01%	1269
2025 Q2	$609K	Buy	3,703 +948	+34%	+$150K	﹤0.01%	1268
2025 Q1	$442K	Buy	2,755 +910	+49%	+$149K	﹤0.01%	1268
2024 Q4	$298K	Buy	+1,845	New	+$311K	﹤0.01%	1271
2023 Q4	–	Sell	-14,556	Closed	-$1.91M	–	1438
2023 Q3	$1.91M	Buy	+14,556	New	+$2.02M	0.04%	559

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Joel Greenblatt's VOE Position: Q2 2026 in Review

Joel Greenblatt increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 9.1% in Q2 2026, buying an estimated $233K and bringing the position to 14,439 shares worth $2.85M. The position accounts for 0.01% of the portfolio, ranked #1069.

Joel Greenblatt first reported a position in VOE in Q3 2023 and has held it in 8 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Joel Greenblatt held 14,439 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.85M as of Q2 2026.
Joel Greenblatt bought 1,204 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $233K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1069 holding.
Joel Greenblatt first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2023 and has held it in 8 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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